Eurizon Fund - Top European Research Class Unit Z EUR Accumulation

ISIN: LU1393924268

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Eurizon

To increase the value of your investment over time and to outperform European equity markets (as measured by the benchmark). In actively managing the fund, the investment manager uses market and fundamental company analysis to build a high conviction, concentrated portfolio of securities (bottom-up approach). The fund’s exposure to securities, and thus its performance, are likely to differ moderately from those of the benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 13,48 3 anni: 11,02 5 anni: 6,45 Inizio: 6,33 2023: 9,10 2022: -9,72 2021: 29,25 2020: -0,49 2019: 28,49
Rendimento annuo: Categoria 1 anno: 14,91 3 anni: 8,44 5 anni: 5,22 Inizio: - 2023: 9,58 2022: -13,22 2021: 22,95 2020: -1,25 2019: 24,59
Rendimento annuo: Percentile 1 anno: 53,00 3 anni: 12,00 5 anni: 27,00 Inizio:- 2023: 59,00 2022: 22,00 2021: 5,00 2020: 37,00 2019: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,86 3 Sharpe Ratio: 0,74 5 Correlazione: 99,41 Beta: 1,01 Alfa: 0,30 Tracking error: 1,74 Info Ratio: 0,25
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-19