Amundi Funds - European Equity Dynamic Multi Factors Q-X EUR (C)

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1691801218

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Amundi

The Sub-Fund seeks to achieve long-term capital growth. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in European equities. Specifically, the Sub-Fund invests at least 75% of its net assets in equities that are issued by companies that are headquartered, or do substantial business, in the Europe. The Sub-Fund may invest up to 20 % in Small and Mid-capitalization equities. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, equity-linked instruments and deposits, and may invest up to 10% of net assets in UCITS/ICIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 19,03 3 anni: 6,86 5 anni: 8,16 Inizio: 6,39 2024: 11,04 2023: 15,28 2022: -12,36 2021: 26,34 2020: -4,99
Rendimento annuo: Categoria 1 anno: 17,63 3 anni: 6,13 5 anni: 7,59 Inizio: - 2024: 10,98 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 49,00 3 anni: 43,00 5 anni: 53,00 Inizio:- 2024: 45,00 2023: 44,00 2022: 49,00 2021: 17,00 2020: 79,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,22 3 Sharpe Ratio: 0,42 5 Correlazione: 99,52 Beta: 0,97 Alfa: -0,98 Tracking error: 1,33 Info Ratio: -0,91
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-10-02