Candriam Equities L Global Demography Class C EUR Cap

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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 24,56 3 anni: 5,72 5 anni: 11,32 Inizio: 10,82 2024: 20,24 2023: 13,98 2022: -15,51 2021: 29,52 2020: 10,60
Rendimento annuo: Categoria 1 anno: 27,35 3 anni: 3,87 5 anni: 9,11 Inizio: - 2024: 15,53 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 66,00 5 anni: 39,00 Inizio:- 2024: 57,00 2023: 65,00 2022: 65,00 2021: 35,00 2020: 14,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,22 3 Sharpe Ratio: -0,08 5 Correlazione: 98,02 Beta: 0,94 Alfa: -3,16 Tracking error: 3,22 Info Ratio: -1,04
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-11-11
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-11-11