Goldman Sachs Emerging Markets Equity ESG Portfolio I Acc USD
ISIN: LU1876476224
Categoria Morningstar: Global Emerging Markets Equity
Società: Goldman Sachs Asset Management
The Portfolio seeks long-term capital appreciation by investing primarily in equity securities of Emerging Markets companies that the Investment Adviser believes adhere to the Portfolio’s environmental, social and governance (“ESG”) criteria, exhibit a strong or improving ESG leadership, a strong industry position and financial resiliency relative to their regional peers.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 8,14 | 3 anni: -6,75 | 5 anni: 2,38 | Inizio: 4,01 | 2024: 5,16 | 2023: 2,18 | 2022: -24,82 | 2021: 4,87 | 2020: 22,00 |
| Rendimento annuo: Categoria | 1 anno: 8,32 | 3 anni: -3,52 | 5 anni: 2,10 | Inizio: - | 2024: 2,19 | 2023: 6,60 | 2022: -16,78 | 2021: 5,06 | 2020: 7,97 |
| Rendimento annuo: Percentile | 1 anno: 65,00 | 3 anni: 81,00 | 5 anni: 31,00 | Inizio:- | 2024: 13,00 | 2023: 81,00 | 2022: 93,00 | 2021: 48,00 | 2020: 7,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 14,53 | 3 Sharpe Ratio: -0,64 | 5 Correlazione: 96,39 | Beta: 1,03 | Alfa: -4,89 | Tracking error: 4,85 | Info Ratio: -1,03 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-22
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-22