Pictet TR – Agora I EUR

Qualification

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
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
Rischio: 3 anni 1 Volatilità: 5,55 3 Sharpe Ratio: 0,34 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Alt - Market Neutral - Equity. Data: 2021-03-04
Fonte: Morningstar. Dati in euros. Categoria: Alt - Market Neutral - Equity. Data: 2021-03-04