Fonditalia Millennials Equity T
ISIN: LU1811052247
Categoria Morningstar: Global Large-Cap Growth Equity
Società: Fideuram Asset Management (Ireland)
The funs is expressed in EURO, aims to achieve long-term capital growth by investing primarily in equity transferable securities issued by entities without any geographical limitations, including emerging markets (up to 10% of the net asset value), which comply with Environmental, Social and Governance (“ESG”) criteria.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 31,42 | 3 anni: 6,79 | 5 anni: 12,05 | Inizio: 12,09 | 2024: 9,35 | 2023: 36,15 | 2022: -29,69 | 2021: 25,66 | 2020: 23,10 |
| Rendimento annuo: Categoria | 1 anno: 15,35 | 3 anni: -0,63 | 5 anni: 8,21 | Inizio: - | 2024: 3,55 | 2023: 22,96 | 2022: -27,24 | 2021: 13,52 | 2020: 27,64 |
| Rendimento annuo: Percentile | 1 anno: 5,00 | 3 anni: 18,00 | 5 anni: 11,00 | Inizio:- | 2024: 22,00 | 2023: 3,00 | 2022: 87,00 | 2021: 37,00 | 2020: 23,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,75 | 3 Sharpe Ratio: 0,24 | 5 Correlazione: 93,69 | Beta: 1,00 | Alfa: 1,16 | Tracking error: 7,09 | Info Ratio: 0,13 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-04-25
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2024-04-25