To achieve long term capital growth by exploiting special investment opportunities in Europe.
The Fund will invest primarily in equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities) of issuers which have their registered office in Europe or exercise the predominant part of their economic activities in Europe (including UK) and which are considered by the Investment Manager to be undervalued or otherwise to offer good prospects for capital growth. The Investment Manager will adopt a primarily bottom up approach to selecting investments for the Fund and the Investment Manager will not be tied to investing in constituent companies of the Benchmark.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2025 |
2024 |
2023 |
2022 |
2021 |
Rendimento annuo: Fondo |
1 anno: 1,28 |
3 anni: -0,81 |
5 anni: 1,92 |
Inizio: 3,28 |
2025: 0,64 |
2024: 9,69 |
2023: -12,19 |
2022: 13,79 |
2021: -2,71 |
Rendimento annuo: Categoria |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio: -
| 2025: - |
2024: - |
2023: - |
2022: - |
2021: - |
Rendimento annuo: Percentile |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio:-
| 2025: - |
2024: - |
2023: - |
2022: - |
2021: - |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 11,79 |
3 Sharpe Ratio: 0,05 |
5 Correlazione: - |
Beta: - |
Alfa: - |
Tracking error: - |
Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Long/Short Equity - Europe. Data: 2020-12-14
Fonte: Morningstar.
Dati in euros.
Categoria: Long/Short Equity - Europe. Data: 2020-12-14