Pictet – Global Thematic Opportunities-I EUR Acc
ISIN: LU1437676478
Categoria Morningstar: Global Large-Cap Growth Equity
Società: Pictet Asset Management
The Compartment aims to achieve capital growth by investing mainly in equities and equity related securities (such as ADR, GDR, EDR) issued by companies throughout the world (including emerging countries). The Compartment will invest mainly in securities that may benefit from global long-term market themes resulting from secular changes in economic and social factors such as demographics, lifestyle, regulations or the environment.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 15,37 | 3 anni: 12,08 | 5 anni: - | Inizio: 12,06 | 2021: 3,25 | 2020: 6,75 | 2019: 34,88 | 2018: -4,74 | 2017: 12,51 |
| Rendimento annuo: Categoria | 1 anno: 31,49 | 3 anni: 13,60 | 5 anni: 14,67 | Inizio: - | 2021: -0,80 | 2020: 27,64 | 2019: 29,22 | 2018: -10,32 | 2017: 28,11 |
| Rendimento annuo: Percentile | 1 anno: 65,00 | 3 anni: 67,00 | 5 anni: - | Inizio:- | 2021: 15,00 | 2020: 86,00 | 2019: 26,00 | 2018: 26,00 | 2017: 11,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,67 | 3 Sharpe Ratio: 0,59 | 5 Correlazione: 96,10 | Beta: 0,98 | Alfa: -3,94 | Tracking error: 5,10 | Info Ratio: -0,96 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2021-03-05
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2021-03-05