Pictet – Global Thematic Opportunities-I EUR Acc

Qualification

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