QSF - Quaestio European Best Equity RA
- -Patrimonio investito dagli investitori locali
ISIN: LU1208432572
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: Quaestio Capital Management SGR
ISIN: LU1208432572
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: Quaestio Capital Management SGR
The objective of the Sub-Fund is to seek long-term capital growth by investing mainly in equities and equitylinked instruments listed on European equity markets, including investments in small and mid-cap equities, 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 MSCI EUROPE Net Return EUR (MSCI Code 990500) (the “Benchmark”). The Sub-Fund is actively managed in reference to the Benchmark. The SubFund manager has significant discretion over the composition of its portfolio (in terms of constituents and allocation). The Sub-Fund'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-Fund's 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: 8,72 | 3 anni: - | 5 anni: - | Inizio: 5,83 | 2024: 5,68 | 2023: 11,76 | 2022: - | 2021: - | 2020: - |
Rendimento annuo: Categoria | 1 anno: 13,34 | 3 anni: 5,21 | 5 anni: 6,87 | Inizio: - | 2024: 10,60 | 2023: 14,23 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 |
Rendimento annuo: Percentile | 1 anno: 80,00 | 3 anni: - | 5 anni: - | Inizio:- | 2024: 82,00 | 2023: 78,00 | 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: - |