CS Investment Funds 2 - Credit Suisse (Lux) Digital Health Equity Fund SB USD

Qualification
Rating reason:
  • -Assets in the hands of local investors

ISIN: LU1683288002

Categoria Morningstar: Sector Equity Healthcare

Società: Credit Suisse AM

The objective of the Subfund is to achieve the highest possible return in US dollars (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets. This Subfund aims to outperform the return of the MSCI World ESG Leaders (NR) benchmark. The Subfund is actively managed. The benchmark is used as a reference point for portfolio construction and as a basis for setting risk constraints, and/or for Performance Fee measurement purposes. The majority of the Subfund’s equity securities will not necessarily be components of or have weightings derived from the benchmark. The Investment Manager will use its discretion to significantly deviate the weighting of certain components of the benchmark and to significantly invest in companies or sectors not included in the benchmark in order to take advantage of specific investment opportunities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -34,77 3 anni: 4,52 5 anni: - Inizio: 9,87 2022: -33,21 2021: -12,65 2020: 73,22 2019: 37,25 2018: 9,04
Rendimento annuo: Categoria 1 anno: 0,15 3 anni: 10,20 5 anni: 8,37 Inizio: - 2022: -12,26 2021: 16,67 2020: 11,21 2019: 23,96 2018: 1,56
Rendimento annuo: Percentile 1 anno: 99,00 3 anni: 84,00 5 anni: - Inizio:- 2022: 98,00 2021: 98,00 2020: 1,00 2019: 4,00 2018: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 25,77 3 Sharpe Ratio: 0,25 5 Correlazione: 68,66 Beta: 1,28 Alfa: -8,84 Tracking error: 21,29 Info Ratio: -0,41
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2022-05-19
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2022-05-19