Serviced Platform SICAV – Select Equity Long/Short UCITS Sub-Fund I EUR Acc

ISIN: LU0669522319

Categoria Morningstar: Long/Short Equity - Other

Società: Amundi

The investment objective of the Sub-Fund is to achieve maximum total return through investing primarily in publicly traded equity securities (or equity based derivatives) of United States issuers. The investment horizon is long term, though opportunistic shorter term investments, as discussed below, are contemplated. The Sub-Fund’s ability to achieve the investment objective is subject to various independent risk factors including changes to fiscal, financial or commercial regulation, national and international political, military, terrorist and economic events and third party investment performance. No assurance is given that the investment objective will be met.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 0,22 3 anni: 4,20 5 anni: 5,74 Inizio: 6,34 2025: -3,24 2024: -13,58 2023: 17,53 2022: 15,11 2021: 22,91
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: 17,83 3 Sharpe Ratio: 0,18 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Other. Data: 2023-06-30
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Other. Data: 2023-06-30