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: valuation, quality and momentum. The majority of stocks selected through this approach will be components of the Benchmark, but stocks outside the Benchmark may be selected too.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -7,52 3 anni: 4,59 5 anni: 3,67 Inizio: 5,23 2022: -9,66 2021: 9,59 2020: 7,21 2019: 20,22 2018: -10,54
Rendimento annuo: Categoria 1 anno: -14,91 3 anni: 1,75 5 anni: 1,95 Inizio: - 2022: -14,64 2021: 5,06 2020: 7,97 2019: 21,04 2018: -12,25
Rendimento annuo: Percentile 1 anno: 17,00 3 anni: 11,00 5 anni: 15,00 Inizio:- 2022: 18,00 2021: 22,00 2020: 55,00 2019: 57,00 2018: 31,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,72 3 Sharpe Ratio: 0,25 5 Correlazione: 99,48 Beta: 0,98 Alfa: 1,44 Tracking error: 1,83 Info Ratio: 0,79
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2022-09-22
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2022-09-22