Uni-Global - Defensive European Equities 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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 15,32 3 anni: 4,77 5 anni: 2,32 Inizio: 6,99 2025: 6,34 2024: 11,06 2023: 9,92 2022: -15,22 2021: 18,21
Rendimento annuo: Categoria 1 anno: 13,48 3 anni: 6,99 5 anni: 6,73 Inizio: - 2025: 6,88 2024: 6,85 2023: 14,23 2022: -13,22 2021: 22,95
Rendimento annuo: Percentile 1 anno: 29,00 3 anni: 78,00 5 anni: 97,00 Inizio:- 2025: 78,00 2024: 11,00 2023: 91,00 2022: 73,00 2021: 87,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,71 3 Sharpe Ratio: 0,21 5 Correlazione: 91,53 Beta: 0,73 Alfa: -2,32 Tracking error: 5,56 Info Ratio: -0,70
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2025-02-06
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2025-02-06