Brown Advisory Global Leaders Fund Dollar Class C Accumulation

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BVVHP670

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Brown Advisory

The objective of the Fund is to achieve capital appreciation by investing primarily in global equities.Under normal circumstances, the Fund aims to achieve its investment objective by investing at least 80% of its net assets in global equity securities. The Fund also will, under normal market conditions: (1) invest at least 40% of its net assets outside the United States (including Emerging Market Countries) which may be reduced to 30% if market conditions are not favourable, and (2) hold securities of issuers located in at least three countries.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 22,63 3 anni: 9,38 5 anni: 13,75 Inizio: 11,86 2024: 6,44 2023: 22,20 2022: -14,13 2021: 26,04 2020: 10,22
Rendimento annuo: Categoria 1 anno: 16,54 3 anni: 3,59 5 anni: 10,36 Inizio: - 2024: 6,51 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 33,00 3 anni: 9,00 5 anni: 13,00 Inizio:- 2024: 74,00 2023: 31,00 2022: 9,00 2021: 36,00 2020: 70,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,44 3 Sharpe Ratio: 0,27 5 Correlazione: 94,40 Beta: 0,89 Alfa: 3,41 Tracking error: 6,21 Info Ratio: 0,56
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-02-16
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-02-16