Pictet TR – Agora I EUR

ISIN: LU1071462532
Categoria Morningstar: Alt - Market Neutral - Equity
Società: Pictet Asset Management
ISIN: LU1071462532
Categoria Morningstar: Alt - Market Neutral - Equity
Società: Pictet Asset Management
The compartment follows a set of long/short investment strategies which are generally market neutral. The objective of the compartment is to achieve longterm capital growth in absolute terms with a strong focus on capital preservation. Traditional long positions are coupled with (synthetic) long and short positions, which will be achieved through the use of financial derivative instruments (amongst others total return swaps, futures and options). The compartment will mainly invest (a) in equities, equity related securities (such as but not limited to ordinary or preferred shares) and (b) in financial derivative instruments.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
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Rendimento annuo: Fondo | 1 anno: 7,59 | 3 anni: 4,65 | 5 anni: 4,20 | Inizio: 5,49 | 2021: 2,14 | 2020: 8,15 | 2019: 3,18 | 2018: 4,11 | 2017: 2,69 |
Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2021: - | 2020: - | 2019: - | 2018: - | 2017: - |
Rendimento annuo: Percentile | 1 anno: - | 3 anni: - | 5 anni: - | Inizio:- | 2021: - | 2020: - | 2019: - | 2018: - | 2017: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
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Rischio: 3 anni | 1 Volatilità: 5,55 | 3 Sharpe Ratio: 0,34 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |