Robeco QI European Conservative Equities I €
The aim of the fund is to provide long term capital growth by taking exposure of at least two-thirds of its total assets to equities of companies having their registered office or exercising a preponderant part of their economic activities in Europe. The fund will focus on investing in equities that show lower volatility than average European equity. Conservative stands for the focus on equity with low volatility.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -7,68 | 3 anni: 2,28 | 5 anni: 4,22 | Inizio: 4,82 | 2021: 1,69 | 2020: -6,48 | 2019: 24,26 | 2018: -7,55 | 2017: 9,11 |
| Rendimento annuo: Categoria | 1 anno: -0,66 | 3 anni: 2,26 | 5 anni: 5,62 | Inizio: - | 2021: 2,08 | 2020: -1,25 | 2019: 24,59 | 2018: -12,81 | 2017: 10,18 |
| Rendimento annuo: Percentile | 1 anno: 86,00 | 3 anni: 51,00 | 5 anni: 65,00 | Inizio:- | 2021: 86,00 | 2020: 86,00 | 2019: 60,00 | 2018: 6,00 | 2017: 65,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 13,12 | 3 Sharpe Ratio: 0,28 | 5 Correlazione: 93,86 | Beta: 0,73 | Alfa: 0,26 | Tracking error: 6,44 | Info Ratio: -0,08 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2021-01-22
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2021-01-22