Schroder International Selection Fund China A E Accumulation USD

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

ISIN: LU1713307772

Categoria Morningstar: China Equity - A Shares

Società: Schroders

The Fund aims to provide capital growth in excess of the MSCI China A Onshore (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of Chinese companies listed and traded on Chinese stock exchanges such as Shenzhen or Shanghai Stock Exchanges. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of Chinese companies listed and traded on Chinese stock exchanges such as Shenzhen or Shanghai Stock Exchanges (China A-Shares).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -7,41 3 anni: 19,17 5 anni: - Inizio: 13,58 2022: -12,41 2021: 14,20 2020: 50,84 2019: 41,87 2018: -17,98
Rendimento annuo: Categoria 1 anno: -3,99 3 anni: 12,21 5 anni: 8,74 Inizio: - 2022: -10,32 2021: 6,85 2020: 31,97 2019: 39,25 2018: -23,77
Rendimento annuo: Percentile 1 anno: 61,00 3 anni: 10,00 5 anni: - Inizio:- 2022: 80,00 2021: 16,00 2020: 13,00 2019: 32,00 2018: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 18,02 3 Sharpe Ratio: 0,64 5 Correlazione: 92,17 Beta: 0,98 Alfa: 5,03 Tracking error: 7,37 Info Ratio: 0,69
Fonte: Morningstar. Dati in euros. Categoria: China Equity - A Shares. Data: 2022-08-17
Fonte: Morningstar. Dati in euros. Categoria: China Equity - A Shares. Data: 2022-08-17