Uni-Global - Equities World SA-USD

ISIN: LU0337270119

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Unigestion

The sub-fund offers the chance to take advantage of the opportunities that arise on the world 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 ACWI 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: 8,21 3 anni: 4,23 5 anni: 3,51 Inizio: 6,76 2024: 8,23 2023: 3,55 2022: -6,02 2021: 18,87 2020: -9,53
Rendimento annuo: Categoria 1 anno: 18,87 3 anni: 7,58 5 anni: 9,99 Inizio: - 2024: 12,94 2023: 15,45 2022: -14,21 2021: 25,85 2020: 4,68
Rendimento annuo: Percentile 1 anno: 97,00 3 anni: 85,00 5 anni: 99,00 Inizio:- 2024: 85,00 2023: 97,00 2022: 7,00 2021: 86,00 2020: 98,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 94,16 Beta: 0,73 Alfa: -4,81 Tracking error: 6,21 Info Ratio: -0,84
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-18
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-18