Credit Suisse Wealth Funds 1 - Credit Suisse Carmignac Emerging Markets Multi-Asset Fund B USD

ISIN: LU1720511549

Categoria Morningstar: Global Emerging Markets Allocation

Società: Credit Suisse AM

This Sub-fund is actively managed and targets a total return of the 1 month reference rate set by the benchmark administrator for the denomination currency of the respective share class included in the table in the section “Performance Fee” below +5% p.a. (net of fees) (the “Benchmark”) over a recommended investment horizon of 5 years by investing in the asset classes described below in accordance with the principle of risk diversification. This should be understood to be neither a guarantee that this will be achieved nor a forward-looking statement limiting potential capital losses. The Sub-fund seeks to outperform the Benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -4,97 3 anni: -8,76 5 anni: -0,85 Inizio: -0,61 2024: -2,17 2023: 2,33 2022: -17,84 2021: -5,07 2020: 6,09
Rendimento annuo: Categoria 1 anno: 0,22 3 anni: -3,73 5 anni: 1,54 Inizio: - 2024: -0,29 2023: 4,83 2022: -14,57 2021: 4,65 2020: 1,54
Rendimento annuo: Percentile 1 anno: 81,00 3 anni: 96,00 5 anni: 77,00 Inizio:- 2024: 81,00 2023: 81,00 2022: 75,00 2021: 98,00 2020: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,98 3 Sharpe Ratio: -0,76 5 Correlazione: 95,73 Beta: 1,12 Alfa: -3,24 Tracking error: 5,21 Info Ratio: -0,81
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Allocation. Data: 2024-01-24
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Allocation. Data: 2024-01-24