QSF - Quaestio Global Best Equity Class RA
- -Patrimonio investito dagli investitori locali
ISIN: LU0981470478
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Quaestio Capital Management SGR
ISIN: LU0981470478
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Quaestio Capital Management SGR
The objective of the Sub-Fund is to seek long-term capital growth by investing in equities and equity-linked instruments through the world’s major equity markets while promoting, amongst others, ESG characteristics in compliance with Article 8 of SFDR. However, the Sub-Fund does not have sustainable investment as its objective (within the meaning of article 9 of SFDR). The Sub-Fund seeks to outperform, over the long term, the index: MSCI WORLD Net Return EUR (MSCI Code 990100) (the “Benchmark”). The Sub-Fund is actively managed in reference to the Benchmark. The Sub-Fund Investment Manager has significant discretion over the composition of its portfolio (in terms of constituents and allocation). The SubFund's investments may then deviate significantly from the Benchmark that has been chosen because of its alignment with the investment universe of the Sub-Fund. The sub-funds performance can be compared to this Benchmark.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 26,03 | 3 anni: - | 5 anni: - | Inizio: 13,13 | 2024: 22,97 | 2023: 15,04 | 2022: - | 2021: - | 2020: - |
Rendimento annuo: Categoria | 1 anno: 22,28 | 3 anni: 5,51 | 5 anni: 9,34 | Inizio: - | 2024: 16,46 | 2023: 19,50 | 2022: -19,49 | 2021: 16,97 | 2020: 14,11 |
Rendimento annuo: Percentile | 1 anno: 52,00 | 3 anni: - | 5 anni: - | Inizio:- | 2024: 54,00 | 2023: 57,00 | 2022: - | 2021: - | 2020: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |