Schroder International Selection Fund European Sustainable Equity C Accumulation EUR

ISIN: LU1910163192

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Schroders

The Fund aims to provide capital growth in excess of the MSCI Europe (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of European companies which meet the Investment Manager’s sustainability criteria. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of European companies. The Fund maintains a higher overall sustainability score than MSCI Europe (Net TR) index, based on the Investment Manager’s rating system. More details on the investment process used to achieve this can be found in the Fund Characteristics section.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 4,62 3 anni: 5,34 5 anni: 7,77 Inizio: 8,55 2024: 3,19 2023: 9,53 2022: -14,12 2021: 22,71 2020: 6,02
Rendimento annuo: Categoria 1 anno: 9,54 3 anni: 8,15 5 anni: 7,59 Inizio: - 2024: 3,66 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 85,00 3 anni: 81,00 5 anni: 46,00 Inizio:- 2024: 45,00 2023: 92,00 2022: 64,00 2021: 61,00 2020: 10,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,16 3 Sharpe Ratio: 0,36 5 Correlazione: 93,48 Beta: 1,02 Alfa: -4,61 Tracking error: 5,38 Info Ratio: -0,92
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-02-29
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-02-29