Europe ex UK Equity I EUR Acc

ISIN: LU1846713524

Categoria Morningstar: Eurozone Large-Cap Equity

Società: Jupiter AM

To achieve capital growth over the long term (that is, three to five years). The Fund will invest at least 70% of its Net Asset Value in equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities) of companies which have their registered office in in the geographical zone of Europe (excluding the UK) and/or exercise the predominant part of their economic activities in Europe (excluding the UK) and in sectors which are considered by the Investment Manager to offer good prospects for capital growth, taking into account economic trends and business developments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,98 3 anni: 5,98 5 anni: 9,60 Inizio: 7,75 2024: 9,00 2023: 20,79 2022: -20,94 2021: 29,26 2020: 7,51
Rendimento annuo: Categoria 1 anno: 14,25 3 anni: 4,85 5 anni: 7,44 Inizio: - 2024: 9,93 2023: 16,95 2022: -13,63 2021: 21,90 2020: -1,69
Rendimento annuo: Percentile 1 anno: 85,00 3 anni: 58,00 5 anni: 34,00 Inizio:- 2024: 92,00 2023: 16,00 2022: 93,00 2021: 4,00 2020: 7,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 17,82 3 Sharpe Ratio: 0,34 5 Correlazione: 84,12 Beta: 0,96 Alfa: -0,80 Tracking error: 9,62 Info Ratio: -0,16
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-06-13
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-06-13