VIA Smart-Equity World Institutional EUR Acc

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1369532905

Categoria Morningstar: Other Equity

Società: Eric Sturdza

The investment objective of the Sub-Fund is to outperform the MSCI All Countries Equal-Weighted Index (Bloomberg code M1WDEWGT Index) (the “Benchmark”) or its equivalent in the Reference Currency of each Share Class. The Sub-Fund is however actively managed and will not replicate the Benchmark. The Investment Manager has discretion to select its investments and may freely choose how to compile the portfolio and is not tied to the benchmark in selecting and weighting equities. The benchmark is used in performance comparison and risk management. The Sub-Fund promotes, among other characteristics, environmental or social characteristics in accordance with the provisions of Article 8 of SFDR. The Benchmark is not consistent with the environmental or social characteristics promoted by this Sub-Fund.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 26,48 3 anni: 5,70 5 anni: 9,48 Inizio: 7,70 2024: 20,10 2023: 20,43 2022: -22,27 2021: 19,24 2020: 13,20
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,79 3 Sharpe Ratio: 0,01 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Equity. Data: 2024-12-05
Fonte: Morningstar. Dati in euros. Categoria: Other Equity. Data: 2024-12-05