Lazard Global Thematic Focus Fund A Acc USD
ISIN: IE00BK6V4X71
Categoria Morningstar: Global Large-Cap Growth Equity
Società: Lazard Fund Managers
The Fund is a long-only, style-agnostic investment discipline focusing on long-term investment returns. The Fund is designed to benefit from structural change and disruption in industries and companies anywhere in the world. The Fund integrates a Sustainability Framework for assessing multiple aspects of business risk, including ESG inputs.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 22,36 | 3 anni: 5,69 | 5 anni: - | Inizio: 11,32 | 2024: 16,90 | 2023: 18,96 | 2022: -15,65 | 2021: 26,24 | 2020: 15,46 |
| Rendimento annuo: Categoria | 1 anno: 26,52 | 3 anni: 3,61 | 5 anni: 10,10 | Inizio: - | 2024: 20,65 | 2023: 18,79 | 2022: -22,48 | 2021: 22,14 | 2020: 17,10 |
| Rendimento annuo: Percentile | 1 anno: 74,00 | 3 anni: 31,00 | 5 anni: - | Inizio:- | 2024: 73,00 | 2023: 45,00 | 2022: 16,00 | 2021: 35,00 | 2020: 6,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,84 | 3 Sharpe Ratio: - | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: 5,02 | Info Ratio: -0,33 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-11-29
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-11-29