Uni-Global – Equities Europe SA-EUR

Qualification

ISIN: LU0191819951

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Unigestion

The subfund offers the chance to take advantage of the opportunities that arise on the European equity markets. The subfund seeks to build up a portfolio offering the best possible ratio between the estimated risk and the expected return. The subfund invests exclusively according to an active approach which involves identifying the portfolio with the optimum estimated risk for the universe in question.
In particular, the subfund invests at least 75% of its net assets in shares of companies registered in an EU Member State, Iceland or Norway and subject to corporation tax or an equivalent tax.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: -11,64 3 anni: -1,00 5 anni: 2,37 Inizio: 6,90 2021: -1,81 2020: -10,92 2019: 19,94 2018: -7,73 2017: 10,47
Rendimento annuo: Categoria 1 anno: 3,82 3 anni: 3,87 5 anni: 5,93 Inizio: - 2021: 1,61 2020: -1,25 2019: 24,59 2018: -12,81 2017: 10,18
Rendimento annuo: Percentile 1 anno: 99,00 3 anni: 93,00 5 anni: 94,00 Inizio:- 2021: 95,00 2020: 97,00 2019: 86,00 2018: 7,00 2017: 43,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,99 3 Sharpe Ratio: 0,08 5 Correlazione: 94,23 Beta: 0,73 Alfa: -3,91 Tracking error: 6,27 Info Ratio: -0,81
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2021-02-26
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2021-02-26