Uni-Global - Equities Europe SA-EUR

ISIN: LU0191819951

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Unigestion

The sub-fund offers the chance to take advantage of the opportunities that arise on the European equity markets. The sub-fund seeks to build up a portfolio offering the best possible ratio between the estimated risk and the expected return. The sub-fund invests according to an active approach which involves identifying the portfolio with the optimum estimated risk for the universe in question. The sub-fund is actively managed and references MSCI Europe Index (the “Index”) for comparison purposes only. The Investment Manager has full discretion with regard to the implementation of the sub-fund’s investment strategy, which is not linked to the Index. There are no restrictions on the extent to which the sub-fund’s portfolio and performance may deviate from the ones of the Index.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,96 3 anni: 1,70 5 anni: 1,35 Inizio: 6,51 2024: 2,15 2023: 9,92 2022: -15,22 2021: 18,21 2020: -10,92
Rendimento annuo: Categoria 1 anno: 8,36 3 anni: 5,48 5 anni: 6,70 Inizio: - 2024: 4,50 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 89,00 3 anni: 89,00 5 anni: 99,00 Inizio:- 2024: 90,00 2023: 91,00 2022: 73,00 2021: 87,00 2020: 97,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,08 3 Sharpe Ratio: 0,25 5 Correlazione: 92,48 Beta: 0,75 Alfa: -3,72 Tracking error: 5,39 Info Ratio: -1,09
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18