Bellevue Funds (Lux) Bellevue Sustainable Healthcare I2 EUR

ISIN: LU1819586188

Categoria Morningstar: Sector Equity Healthcare

Società: Bellevue Funds (Lux) SICAV

The sub-fund is an equity fund. The investment objective of the sub-fund is to achieve long-term capital growth by investing at least two thirds of the net assets of the fund in a portfolio of carefully chosen shares and other equity securities of companies in the healthcare sector taking account of sustainability criteria. The fund can also invest in companies whose main activity involves holding investments in such companies or financing such companies and that have their registered office or carry out the majority of their economic activity in recognised countries. Without limiting the scope of “healthcare sector”, the healthcare sector includes companies from the areas of pharmaceuticals, medical technology, biotechnology and related sectors.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,31 3 anni: -2,13 5 anni: 7,17 Inizio: 6,27 2024: 4,92 2023: -4,62 2022: -8,41 2021: 15,38 2020: 18,75
Rendimento annuo: Categoria 1 anno: 0,96 3 anni: -3,11 5 anni: 7,08 Inizio: - 2024: 2,31 2023: 2,67 2022: -15,33 2021: 8,43 2020: 21,22
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 78,00 5 anni: 68,00 Inizio:- 2024: 75,00 2023: 80,00 2022: 52,00 2021: 63,00 2020: 18,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 89,98 Beta: 0,98 Alfa: -9,74 Tracking error: 6,65 Info Ratio: -1,48
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-06-17
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-06-17