Uni-Global - Defensive World Equities 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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 6,47 3 anni: 2,12 5 anni: 5,31 Inizio: 6,60 2025: -6,40 2024: 18,88 2023: 3,55 2022: -6,02 2021: 18,87
Rendimento annuo: Categoria 1 anno: -4,06 3 anni: 2,67 5 anni: 9,63 Inizio: - 2025: -15,99 2024: 19,77 2023: 15,45 2022: -14,21 2021: 25,85
Rendimento annuo: Percentile 1 anno: 5,00 3 anni: 63,00 5 anni: 94,00 Inizio:- 2025: 8,00 2024: 58,00 2023: 97,00 2022: 7,00 2021: 86,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,29 3 Sharpe Ratio: -0,02 5 Correlazione: 91,18 Beta: 0,74 Alfa: -2,12 Tracking error: 6,77 Info Ratio: -0,40
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2025-04-17
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2025-04-17