Wells Fargo (Lux) Worldwide Fund – Emerging Markets Equity Fund I EUR Acc

Qualification

ISIN: LU0541502455

Categoria Morningstar: Global Emerging Markets Equity

Società: Wells Fargo Asset Management

The objective of this fund is to seek long-term capital appreciation.
Under normal market conditions, the Emerging Markets Equity Fund will invest at least 80% of its total assets in emerging market equity securities. Equity exposure will be achieved directly through investment in equity securities and/or indirectly through participatory notes, convertible securities, equity linked notes and/or certificates. The Sub-Adviser may also invest in equity securities through ADRs, CDRs, EDRs, GDRs, IDRs and similar depositary receipts as well as equities denominated in U.S. Dollars issued by non- U.S. issuers. The Sub-Adviser may use futures, forward contracts, options or swap agreements, as well as other derivatives, for hedging or efficient portfolio management purposes.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 38,14 3 anni: 11,30 5 anni: 12,27 Inizio: 5,79 2021: 4,95 2020: 13,04 2019: 30,06 2018: -12,31 2017: 19,30
Rendimento annuo: Categoria 1 anno: 57,54 3 anni: 7,04 5 anni: 11,45 Inizio: - 2021: 4,17 2020: 17,69 2019: 18,86 2018: -16,47 2017: 35,23
Rendimento annuo: Percentile 1 anno: 33,00 3 anni: 13,00 5 anni: 15,00 Inizio:- 2021: 72,00 2020: 21,00 2019: 8,00 2018: 56,00 2017: 50,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 97,92 Beta: 1,04 Alfa: 2,85 Tracking error: 4,22 Info Ratio: 0,74
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2021-04-22
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2021-04-22