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 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -5,26 | 3 anni: -2,12 | 5 anni: - | Inizio: 3,20 | 2023: 0,97 | 2022: -24,82 | 2021: 4,87 | 2020: 22,00 | 2019: 30,17 |
| Rendimento annuo: Categoria | 1 anno: 1,46 | 3 anni: 1,98 | 5 anni: 3,52 | Inizio: - | 2023: 5,33 | 2022: -16,78 | 2021: 5,06 | 2020: 7,97 | 2019: 21,04 |
| Rendimento annuo: Percentile | 1 anno: 91,00 | 3 anni: 83,00 | 5 anni: - | Inizio:- | 2023: 78,00 | 2022: 93,00 | 2021: 48,00 | 2020: 7,00 | 2019: 7,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 19,51 | 3 Sharpe Ratio: -0,29 | 5 Correlazione: 97,40 | Beta: 1,06 | Alfa: -3,73 | Tracking error: 4,57 | Info Ratio: -0,88 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2023-09-20