The investment objective of the Fund is long term capital appreciation and income. The Fund seeks to achieve its objective through investments in equities and equity related securities of real estate companies (ie, companies which invest in real estate or which are active in real estate business) located throughout the world (which are primarily listed or traded on Recognised Markets).
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
| Rendimento annuo: Fondo |
1 anno: 4,71 |
3 anni: 0,83 |
5 anni: 2,26 |
Inizio: 7,74 |
2024: -2,34 |
2023: 8,78 |
2022: -21,82 |
2021: 38,48 |
2020: -11,50 |
| Rendimento annuo: Categoria |
1 anno: 0,27 |
3 anni: -5,58 |
5 anni: -1,10 |
Inizio: -
| 2024: -8,97 |
2023: 11,21 |
2022: -26,93 |
2021: 24,56 |
2020: -5,93 |
| Rendimento annuo: Percentile |
1 anno: 21,00 |
3 anni: 8,00 |
5 anni: 10,00 |
Inizio:-
| 2024: 6,00 |
2023: 31,00 |
2022: 51,00 |
2021: 23,00 |
2020: 30,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 16,70 |
3 Sharpe Ratio: -0,05 |
5 Correlazione: 98,61 |
Beta: 1,01 |
Alfa: 2,28 |
Tracking error: 3,25 |
Info Ratio: 0,66 |
Fonte: Morningstar.
Dati in euros.
Categoria: Property - Indirect Global. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: Property - Indirect Global. Data: 2024-04-18
