Berenberg European Focus Fund M

ISIN: LU1637618239

Categoria Morningstar: Europe Flex-Cap Equity

Società: Universal Investment

The Fund's investment objective is to achieve the highest possible rate of growth, taking into account the investment risk as well as socially and ecologically responsible investment criteria. At least 51% of Fund assets shall be invested in exchange-traded shares of European issuers. European issuers are those whose registered offices, main stock exchange or business operations are in Europe, i.e. the country of risk is Europe. The Fund shall invest primarily in standard stocks and in high-growth small and medium-sized companies. The Fund endeavours to outperform its benchmark MSCI Europe.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,77 3 anni: -2,29 5 anni: 7,63 Inizio: 7,14 2024: 4,03 2023: 12,88 2022: -33,63 2021: 29,43 2020: 23,37
Rendimento annuo: Categoria 1 anno: 12,75 3 anni: 3,15 5 anni: 6,18 Inizio: - 2024: 8,62 2023: 13,15 2022: -16,51 2021: 21,43 2020: 2,08
Rendimento annuo: Percentile 1 anno: 97,00 3 anni: 96,00 5 anni: 30,00 Inizio:- 2024: 95,00 2023: 51,00 2022: 96,00 2021: 13,00 2020: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 21,33 3 Sharpe Ratio: -0,19 5 Correlazione: 86,22 Beta: 1,35 Alfa: -14,04 Tracking error: 11,78 Info Ratio: -1,10
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2024-05-16
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2024-05-16