LUX IM Global Medtech HX
ISIN: LU1881765181
Categoria Morningstar: Sector Equity Healthcare
Società: BG Fund Management Luxembourg
ISIN: LU1881765181
Categoria Morningstar: Sector Equity Healthcare
Società: BG Fund Management Luxembourg
The investment objective of the Sub-fund is to provide long-term capital growth through investments in transferable securities issued by companies which are part and/or contribute to the development of the Health Care industry. The selection of the companies in which the Sub-fund invests combines strong financial and fundamentals’ analysis with the potential for sustainable growth over time due to the target companies’ ability to develop and exploit new equipment, services, technologies, treatments and drugs at all levels of the Health Care industry.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 12,96 | 3 anni: -0,10 | 5 anni: 6,13 | Inizio: 3,39 | 2024: 9,83 | 2023: -2,30 | 2022: -8,73 | 2021: 11,64 | 2020: 9,91 |
Rendimento annuo: Categoria | 1 anno: 16,71 | 3 anni: -0,84 | 5 anni: 8,52 | Inizio: - | 2024: 9,04 | 2023: 2,67 | 2022: -15,33 | 2021: 8,43 | 2020: 21,22 |
Rendimento annuo: Percentile | 1 anno: 61,00 | 3 anni: 67,00 | 5 anni: 75,00 | Inizio:- | 2024: 58,00 | 2023: 73,00 | 2022: 53,00 | 2021: 72,00 | 2020: 41,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 11,96 | 3 Sharpe Ratio: -0,34 | 5 Correlazione: 91,25 | Beta: 0,93 | Alfa: -6,90 | Tracking error: 5,92 | Info Ratio: -1,23 |