Berenberg Eurozone Focus Fund M A

ISIN: LU1637618585

Categoria Morningstar: Eurozone Flex-Cap Equity

Società: Universal Investment

The objective of the investment policy of the Berenberg Eurozone Focus Fund is to generate the highest possible capital 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 shares of issuers in the euro area. Issuers from the euro area are those whose registered offices, main stock exchange or business operations are in the eurozone (country of risk = euro area). The Fund shall invest primarily in standard stocks and in high-growth small and medium-sized companies.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -9,03 3 anni: -8,52 5 anni: 4,60 Inizio: 4,23 2024: -1,67 2023: 3,98 2022: -31,41 2021: 24,08 2020: 24,39
Rendimento annuo: Categoria 1 anno: 8,99 3 anni: 1,98 5 anni: 5,76 Inizio: - 2024: 6,23 2023: 13,77 2022: -15,27 2021: 21,85 2020: -1,07
Rendimento annuo: Percentile 1 anno: 100,00 3 anni: 100,00 5 anni: 73,00 Inizio:- 2024: 100,00 2023: 95,00 2022: 97,00 2021: 32,00 2020: 3,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 20,01 3 Sharpe Ratio: -0,38 5 Correlazione: 86,65 Beta: 1,11 Alfa: -15,46 Tracking error: 10,12 Info Ratio: -1,52
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2024-06-17
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Flex-Cap Equity. Data: 2024-06-17