Interfund Team Equity Europe A
ISIN: LU1841484980
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: Fideuram Asset Management SGR
The sub-fund, expressed in EURO, will be focused to outperform the reference benchmark index (the "Index") by investing primarily in stocks and other equity-related instruments issued by companies listed or traded in stock exchanges or any other regulated markets of the countries comprising the Index, which comply with Environmental, Social and Governance ("ESG") criteria. The sub-fund may invest mainly in financial instruments denominated in the currencies of the countries comprising the Index.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 13,13 | 3 anni: 9,23 | 5 anni: 3,20 | Inizio: 2,98 | 2023: 7,53 | 2022: -10,35 | 2021: 24,97 | 2020: -7,79 | 2019: 22,14 |
| Rendimento annuo: Categoria | 1 anno: 14,91 | 3 anni: 8,44 | 5 anni: 5,22 | Inizio: - | 2023: 9,58 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 | 2019: 24,59 |
| Rendimento annuo: Percentile | 1 anno: 53,00 | 3 anni: 42,00 | 5 anni: 76,00 | Inizio:- | 2023: 76,00 | 2022: 28,00 | 2021: 37,00 | 2020: 92,00 | 2019: 78,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,11 | 3 Sharpe Ratio: 0,66 | 5 Correlazione: 96,38 | Beta: 0,93 | Alfa: -0,62 | Tracking error: 4,16 | Info Ratio: -0,34 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-20