Robeco QI Emerging Markets Enhanced Index Equities I $

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

ISIN: LU0746585719

Categoria Morningstar: Global Emerging Markets Equity

Società: Robeco

The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies incorporated or exercising a preponderant part of their economic activities in Emerging Countries. The Sub-fund is actively managed. The Sub-fund uses a quantitative stock selection strategy which ranks stocks on their expected future relative performance using three factors: a strategy focusing on stocks with an attractive valuation (Value); a strategy focusing on stocks of companies with a medium term attractive performance trend (Momentum); and a strategy focusing on high quality equities, e.g. equity of companies with strong balance sheets and high profitability (Quality).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 12,15 3 anni: -0,44 5 anni: 5,41 Inizio: 5,49 2024: 4,79 2023: 11,80 2022: -13,55 2021: 9,59 2020: 7,21
Rendimento annuo: Categoria 1 anno: 4,83 3 anni: -4,90 5 anni: 3,24 Inizio: - 2024: 2,23 2023: 6,60 2022: -16,78 2021: 5,06 2020: 7,97
Rendimento annuo: Percentile 1 anno: 13,00 3 anni: 16,00 5 anni: 12,00 Inizio:- 2024: 21,00 2023: 12,00 2022: 22,00 2021: 22,00 2020: 55,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,96 3 Sharpe Ratio: -0,33 5 Correlazione: 99,37 Beta: 1,02 Alfa: 3,00 Tracking error: 1,92 Info Ratio: 1,41
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-02-21
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2024-02-21