Aviva Investors - Global Equity Endurance Fund I USD Acc
To increase the value of the Shareholder’s investment over the long term (5 years or more). The Sub-Fund will invest principally in a concentrated portfolio of equity securities of global companies that are regarded as leading companies in their respective markets. The Sub-Fund will be managed on an unconstrained basis with no restrictions in terms of regional or sector allocations.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,73 | 3 anni: 14,67 | 5 anni: 10,23 | Inizio: 12,08 | 2022: -12,86 | 2021: 35,68 | 2020: 9,93 | 2019: 34,51 | 2018: -4,24 |
| Rendimento annuo: Categoria | 1 anno: 3,34 | 3 anni: 9,56 | 5 anni: 7,23 | Inizio: - | 2022: -11,12 | 2021: 25,85 | 2020: 4,68 | 2019: 26,09 | 2018: -7,74 |
| Rendimento annuo: Percentile | 1 anno: 42,00 | 3 anni: 2,00 | 5 anni: 5,00 | Inizio:- | 2022: 55,00 | 2021: 4,00 | 2020: 16,00 | 2019: 3,00 | 2018: 21,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,85 | 3 Sharpe Ratio: 0,69 | 5 Correlazione: 91,76 | Beta: 0,98 | Alfa: 4,01 | Tracking error: 7,65 | Info Ratio: 0,52 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2022-05-13
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2022-05-13