BlackRock Strategic Funds - European Unconstrained Equity Fund I2 EUR PF

ISIN: LU1893597564

Categoria Morningstar: Europe Large-Cap Growth Equity

Società: BlackRock

The sub-fund seeks to achieve long-term capital growth. The Fund will seek to achieve its investment objective by investing at least 70% of its Net Asset Value in a portfolio of equity and equity-related securities (i.e. derivatives) of companies domiciled in, or exercising the predominant part of their economic activity in, Europe. The Fund may also invest in fixed-income securities, derivatives and, when determined appropriate, cash and near-cash instruments. Any fixed-income securities or near-cash instruments may be Investment Grade, sub-Investment Grade or unrated at the time of purchase. The Fund may also invest up to 10% of its Net Asset Value in other funds. The Fund may invest in derivatives for investment purposes and for efficient portfolio management. The Fund may invest in the securities of companies with any level of market capitalisation. The Fund’s exposure to contingent convertible bonds is limited to 5% of its Net Asset Value.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 19,60 3 anni: 9,77 5 anni: 13,63 Inizio: 16,74 2024: 12,09 2023: 26,16 2022: -18,32 2021: 33,31 2020: 11,20
Rendimento annuo: Categoria 1 anno: 11,90 3 anni: 3,00 5 anni: 9,11 Inizio: - 2024: 9,23 2023: 16,15 2022: -20,49 2021: 24,53 2020: 8,51
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 1,00 5 anni: 1,00 Inizio:- 2024: 33,00 2023: 2,00 2022: 37,00 2021: 11,00 2020: 30,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 19,20 3 Sharpe Ratio: 0,54 5 Correlazione: 94,66 Beta: 1,14 Alfa: 2,82 Tracking error: 6,57 Info Ratio: 0,53
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-06-20
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-06-20