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 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 2,22 3 anni: -4,55 5 anni: -0,16 Inizio: -0,42 2023: 1,53 2022: -17,84 2021: -5,07 2020: 6,09 2019: 20,51
Rendimento annuo: Categoria 1 anno: -2,04 3 anni: 2,72 5 anni: 0,18 Inizio: - 2023: 1,95 2022: -14,57 2021: 4,65 2020: 1,54 2019: 15,54
Rendimento annuo: Percentile 1 anno: 7,00 3 anni: 94,00 5 anni: 39,00 Inizio:- 2023: 28,00 2022: 75,00 2021: 98,00 2020: 19,00 2019: 15,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,87 3 Sharpe Ratio: -0,25 5 Correlazione: 95,59 Beta: 1,10 Alfa: -2,77 Tracking error: 5,20 Info Ratio: -0,60
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Allocation. Data: 2023-05-25
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Allocation. Data: 2023-05-25