Pictet TR - Corto Europe I EUR

ISIN: LU0496442640

Categoria Morningstar: Long/Short Equity - Europe

Società: Pictet Asset Management

The compartment follows an equity long/short investment strategy. The objective of the compartment is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. Traditional long positions are coupled with (synthetic) long and short positions, which will be achieved through the use of financial derivative instruments (such as total return swaps). The compartment will take exposure principally to companies, which are domiciled, headquartered or exercise the predominant part of their economic activity in Europe. For this purpose, the compartment will mainly invest in equities, equity related securities (such as but not limited to ordinary or preferred shares) and financial derivative instruments. The geographical exposure to Europe is to be measured to the gross exposure to equity of the compartment.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,01 3 anni: 1,60 5 anni: 2,85 Inizio: 3,35 2024: 2,91 2023: 1,44 2022: -3,13 2021: 5,82 2020: 5,42
Rendimento annuo: Categoria 1 anno: 8,60 3 anni: 2,04 5 anni: 4,28 Inizio: - 2024: 5,28 2023: 4,80 2022: -5,83 2021: 6,76 2020: 3,22
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 53,00 5 anni: 64,00 Inizio:- 2024: 61,00 2023: 76,00 2022: 38,00 2021: 48,00 2020: 36,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 2,83 3 Sharpe Ratio: 0,01 5 Correlazione: 38,28 Beta: 0,08 Alfa: -0,57 Tracking error: 12,77 Info Ratio: -0,54
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Europe. Data: 2024-05-21
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Europe. Data: 2024-05-21