Pictet TR - Atlas I EUR
ISIN: LU1433232698
Categoria Morningstar: Long/Short Equity - Global
Società: Pictet Asset Management
ISIN: LU1433232698
Categoria Morningstar: Long/Short Equity - Global
Società: Pictet Asset Management
The Compartment follows a set of long/short investment strategies. The objective of the Compartment is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. Traditional long positions are coupled with (synthetic) long and short positions, which will be achieved through the use of financial derivative instruments whose underliers are in line with the 2008 Regulation and the 2010 Act. The Compartment will mainly invest in equities, equity related securities (such as but not limited to ordinary or preferred shares), deposits and money market instruments.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 6,61 | 3 anni: 1,78 | 5 anni: 4,53 | Inizio: 3,48 | 2024: 4,05 | 2023: 4,25 | 2022: -5,17 | 2021: 6,60 | 2020: 11,20 |
Rendimento annuo: Categoria | 1 anno: 6,47 | 3 anni: 0,62 | 5 anni: 4,83 | Inizio: - | 2024: 3,30 | 2023: 8,03 | 2022: -11,37 | 2021: 3,34 | 2020: 13,96 |
Rendimento annuo: Percentile | 1 anno: 61,00 | 3 anni: 53,00 | 5 anni: 54,00 | Inizio:- | 2024: 67,00 | 2023: 49,00 | 2022: 50,00 | 2021: 61,00 | 2020: 26,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 2,44 | 3 Sharpe Ratio: -0,44 | 5 Correlazione: 70,22 | Beta: 0,36 | Alfa: -4,98 | Tracking error: 12,06 | Info Ratio: -0,62 |