Allspring (Lux) Worldwide Fund - U.S. All Cap Growth Fund I EUR Acc

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali
  • -Buona relazione rischio/rendimento

ISIN: LU0353189847

Categoria Morningstar: US Flex-Cap Equity

Società: Allspring Global Investments

The Sub-Fund seeks long-term capital appreciation. The Sub-Fund invests at least two-thirds of its total assets in equity securities of US companies of any size. United States equity securities are securities issued by companies with their principal office in the United States or exercising a predominant part of their economic activities in the United States; and up to 25% of its total assets in equity securities through ADRs, CDRs, EDRs, GDRs, IDRs and similar depositary receipts as well as equities denominated in US Dollars issued by Non-US Issuers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -21,52 3 anni: 8,79 5 anni: 12,84 Inizio: 14,10 2022: -24,97 2021: 15,52 2020: 36,50 2019: 40,37 2018: 4,97
Rendimento annuo: Categoria 1 anno: -20,21 3 anni: 6,51 5 anni: 6,81 Inizio: - 2022: -22,12 2021: 18,42 2020: 19,83 2019: 27,34 2018: -9,00
Rendimento annuo: Percentile 1 anno: 86,00 3 anni: 69,00 5 anni: 12,00 Inizio:- 2022: 89,00 2021: 88,00 2020: 4,00 2019: 5,00 2018: 8,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 22,24 3 Sharpe Ratio: 0,40 5 Correlazione: 90,71 Beta: 1,19 Alfa: -7,95 Tracking error: 11,02 Info Ratio: -0,63
Fonte: Morningstar. Dati in euros. Categoria: US Flex-Cap Equity. Data: 2022-06-24
Fonte: Morningstar. Dati in euros. Categoria: US Flex-Cap Equity. Data: 2022-06-24