Uni-Global – Equities Japan RA-JPY

ISIN: LU0929189800

Categoria Morningstar: Japan Large-Cap Equity

Società: Unigestion

The subfund offers the chance to take advantage of the opportunities that arise on Japanese equity markets. The subfund seeks to build up a portfolio offering the best possible ratio between the estimated risk and the expected return. The subfund invests exclusively according to an active approach which involves identifying the portfolio with the optimum estimated risk for the universe in question. The portfolio consists of equities or other capital stock (e.g. shares in cooperatives, participation, bonus certificates) and any other holding in listed companies registered or trading in Japan, known as transferable securities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: -3,33 3 anni: -0,26 5 anni: 5,02 Inizio: 4,72 2021: 3,39 2020: -7,30 2019: 11,30 2018: -7,67 2017: 11,61
Rendimento annuo: Categoria 1 anno: 15,28 3 anni: 7,43 5 anni: 10,38 Inizio: - 2021: 6,01 2020: 5,88 2019: 21,53 2018: -11,36 2017: 11,61
Rendimento annuo: Percentile 1 anno: 99,00 3 anni: 94,00 5 anni: 92,00 Inizio:- 2021: 58,00 2020: 95,00 2019: 98,00 2018: 10,00 2017: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,16 3 Sharpe Ratio: -0,24 5 Correlazione: 95,61 Beta: 0,76 Alfa: -5,34 Tracking error: 5,74 Info Ratio: -0,97
Fonte: Morningstar. Dati in euros. Categoria: Japan Large-Cap Equity. Data: 2021-02-22
Fonte: Morningstar. Dati in euros. Categoria: Japan Large-Cap Equity. Data: 2021-02-22