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
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 | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -4,97 | 3 anni: -8,76 | 5 anni: -0,85 | Inizio: -0,61 | 2025: -2,17 | 2024: 2,33 | 2023: -17,84 | 2022: -5,07 | 2021: 6,09 |
Rendimento annuo: Categoria | 1 anno: 0,22 | 3 anni: -3,73 | 5 anni: 1,54 | Inizio: - | 2025: -0,29 | 2024: 4,83 | 2023: -14,57 | 2022: 4,65 | 2021: 1,54 |
Rendimento annuo: Percentile | 1 anno: 81,00 | 3 anni: 96,00 | 5 anni: 77,00 | Inizio:- | 2025: 81,00 | 2024: 81,00 | 2023: 75,00 | 2022: 98,00 | 2021: 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 |