LuxTopic - Aktien Europa Acc

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

ISIN: LU0165251116

Categoria Morningstar: Eurozone Large-Cap Equity

Società: DJE Kapital

The investment objective of the Sub-fund is to achieve appropriate capital growth in the Sub-fund currency, considering the investment risk (including sustainability risk). The performance of the relevant unit classes of the Sub-fund is set out in the corresponding “Key Investor Information" document. The Fund Manager of the Sub-Fund, Robert Beer Management GmbH, has signed the United Nations Principles for Responsible Investments (UN Principles for Responsible Investments, abbreviated "UN PRI") and is therefore obliged to integrate factors such as environmental, social and good corporate governance, so-called ESG factors, into its investment analysis, decision-making processes and the practice of actively exercising shareholders' rights. Consequently, sustainability risks are also taken into account in the Sub-Fund's investments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -2,20 3 anni: 14,33 5 anni: 9,66 Inizio: 6,45 2023: 4,70 2022: -8,91 2021: 15,80 2020: 32,03 2019: 21,89
Rendimento annuo: Categoria 1 anno: 2,23 3 anni: 14,72 5 anni: 4,38 Inizio: - 2023: 9,44 2022: -13,63 2021: 21,90 2020: -1,69 2019: 23,81
Rendimento annuo: Percentile 1 anno: 78,00 3 anni: 1,00 5 anni: 1,00 Inizio:- 2023: 99,00 2022: 9,00 2021: 93,00 2020: 1,00 2019: 71,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,26 3 Sharpe Ratio: 1,11 5 Correlazione: 69,60 Beta: 0,43 Alfa: 9,77 Tracking error: 15,38 Info Ratio: 0,34
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2023-03-30
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2023-03-30