Serviced Platform SICAV Maverick Systematic Neutral UCITS Fund M USD

ISIN: LU1273464880

Categoria Morningstar: Equity Market Neutral USD

Società: FundRock

The investment objective of the Sub-Fund is to achieve long-term capital appreciation and generate positive returns across most market environments.
The Sub-Fund’s ability to achieve the investment objective is subject to various independent risk factors including changes to fiscal, financial or commercial regulation, national and international political, military, terrorist and economic events and third party investment performance. No assurance is given that the investment objective will be met.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -3,59 3 anni: -7,95 5 anni: 0,68 Inizio: 1,34 2022: 14,30 2021: -29,48 2020: 2,23 2019: -1,30 2018: 13,23
Rendimento annuo: Categoria 1 anno: -0,09 3 anni: 2,74 5 anni: 1,84 Inizio: - 2022: 6,96 2021: -4,82 2020: 5,92 2019: 3,94 2018: -7,61
Rendimento annuo: Percentile 1 anno: 55,00 3 anni: 99,00 5 anni: 59,00 Inizio:- 2022: 8,00 2021: - 2020: - 2019: - 2018: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,10 3 Sharpe Ratio: -0,72 5 Correlazione: 35,07 Beta: 0,82 Alfa: -13,10 Tracking error: 10,66 Info Ratio: -1,38
Fonte: Morningstar. Dati in euros. Categoria: Equity Market Neutral USD. Data: 2021-06-25
Fonte: Morningstar. Dati in euros. Categoria: Equity Market Neutral USD. Data: 2021-06-25