CT Multi-Strategy Global Equity Fund F Acc EUR
ISIN: IE00BLT26L65
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Columbia Threadneedle Investments
ISIN: IE00BLT26L65
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Columbia Threadneedle Investments
The investment objective of the Fund is to generate long term capital appreciation. The Fund will aim to achieve its objective by investing in a diversified portfolio of equity securities, derivatives, and collective investment schemes. Equity securities may include, but are not limited to, common stock and preferred stock. Derivatives may include futures, forwards, options, swaps (including index based total return swaps) and contracts for difference. Derivatives may be traded by the Fund either on exchange or over-the-counter. Investment in collective investment schemes will include funds which invest in equities.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 3,40 | 3 anni: 8,96 | 5 anni: 6,75 | Inizio: 9,11 | 2025: 8,19 | 2024: -15,21 | 2023: 26,59 | 2022: 2,99 | 2021: 27,24 |
Rendimento annuo: Categoria | 1 anno: 6,38 | 3 anni: 5,01 | 5 anni: 5,32 | Inizio: - | 2025: 9,73 | 2024: -19,49 | 2023: 16,97 | 2022: 14,11 | 2021: 23,81 |
Rendimento annuo: Percentile | 1 anno: 63,00 | 3 anni: 57,00 | 5 anni: 55,00 | Inizio:- | 2025: 63,00 | 2024: 62,00 | 2023: 51,00 | 2022: 64,00 | 2021: 46,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 17,32 | 3 Sharpe Ratio: 0,45 | 5 Correlazione: 98,76 | Beta: 1,00 | Alfa: -1,79 | Tracking error: 2,72 | Info Ratio: -0,72 |