MainFirst Global DividendStars C

ISIN: LU1238901596

Categoria Morningstar: Global Equity Income

Società: MainFirst

The Sub-fund’s investment target is to outperform the benchmark (see “8. SPECIFIC INFORMATION ON THE BENCHMARK”). Sub-fund investments are made in equities and other equityrelated securities across the world. Depending on the actual situation, the investment focus may be on large-cap companies or also on small and mid-caps. The main focus of investment policy is equity investments with the objective of attractive dividend income.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,72 3 anni: 3,01 5 anni: 8,11 Inizio: 6,28 2024: 2,75 2023: 8,77 2022: -12,73 2021: 30,05 2020: 2,24
Rendimento annuo: Categoria 1 anno: 15,78 3 anni: 3,56 5 anni: 7,57 Inizio: - 2024: 6,17 2023: 13,69 2022: -11,87 2021: 17,17 2020: 5,14
Rendimento annuo: Percentile 1 anno: 97,00 3 anni: 92,00 5 anni: 59,00 Inizio:- 2024: 98,00 2023: 60,00 2022: 89,00 2021: 20,00 2020: 18,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 93,06 Beta: 1,12 Alfa: -5,08 Tracking error: 6,74 Info Ratio: -0,79
Fonte: Morningstar. Dati in euros. Categoria: Global Equity Income. Data: 2024-05-27
Fonte: Morningstar. Dati in euros. Categoria: Global Equity Income. Data: 2024-05-27