SSGA Luxembourg SICAV - State Street Emerging Markets Small Cap ESG Screened Equity Fund I USD

ISIN: LU1259992631

Categoria Morningstar: Global Emerging Markets Small/Mid-Cap Equity

Società: State Street Global Advisors

The objective of the Fund is to provide a return in excess of the performance of emerging market small capitalisation equities. The investment policy of the Fund is to outperform the Index (or any other index determined by the Directors from time to time to track substantially the same market as the Index) over the medium and long term while the investment policy will also involve screening out securities based on an assessment of their adherence to certain ESG criteria defined by the Investment Manager.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 28,20 3 anni: 11,33 5 anni: 13,39 Inizio: 10,53 2024: 12,88 2023: 26,56 2022: -9,99 2021: 31,05 2020: 3,65
Rendimento annuo: Categoria 1 anno: 12,99 3 anni: 2,72 5 anni: 8,02 Inizio: - 2024: 5,43 2023: 15,35 2022: -15,57 2021: 22,56 2020: 6,79
Rendimento annuo: Percentile 1 anno: 4,00 3 anni: 4,00 5 anni: 7,00 Inizio:- 2024: 8,00 2023: 4,00 2022: 14,00 2021: 12,00 2020: 62,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 92,61 Beta: 0,93 Alfa: 9,06 Tracking error: 5,83 Info Ratio: 1,64
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Small/Mid-Cap Equity. Data: 2024-06-12
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Small/Mid-Cap Equity. Data: 2024-06-12