Candriam Equities L Global Demography Class C EUR Cap

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU0654531184

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Candriam

The objective of the sub-fund is to use discretionary management to benefit from the performance of the market in equities of global companies benefiting from demographic changes and to outperform the benchmark. This sub-fund invests mainly in equities, and/or securities equivalent to equities, of companies from developed countries and/or emerging countries, which are considered to be well-positioned to benefit from the global demographic changes expected in the coming years and which will have a major impact on the worldwide economy. The sub-fund is defined as a conviction fund.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 6,59 3 anni: 10,34 5 anni: 9,56 Inizio: 9,85 2023: 10,68 2022: -15,51 2021: 29,52 2020: 10,60 2019: 28,92
Rendimento annuo: Categoria 1 anno: 15,33 3 anni: 5,80 5 anni: 5,35 Inizio: - 2023: 11,22 2022: -19,49 2021: 16,97 2020: 14,11 2019: 23,81
Rendimento annuo: Percentile 1 anno: 57,00 3 anni: 48,00 5 anni: 22,00 Inizio:- 2023: 60,00 2022: 65,00 2021: 35,00 2020: 14,00 2019: 32,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,31 3 Sharpe Ratio: 0,32 5 Correlazione: 98,05 Beta: 0,94 Alfa: -0,92 Tracking error: 3,35 Info Ratio: -0,38
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-09-19