Aviva Investors - Global Equity Endurance Fund I USD Acc

Qualification

ISIN: LU1401110405

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Aviva Investors

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