Schroder International Selection Fund Global Disruption C Accumulation USD

ISIN: LU1910165999

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Schroders

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which benefit from disruption. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of companies worldwide. Disruption typically means innovation (whether due to technology or otherwise) which changes a particular industry by creating new markets, products or service models. Disruption can be observed in many industries such as e-commerce, media & communications and banking & payments. The Investment Manager believes that companies benefitting from disruptive innovation, either as the disruptor or otherwise, can experience a rapid acceleration in, and durability of, growth.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 24,93 3 anni: 5,51 5 anni: 13,99 Inizio: 16,54 2024: 8,26 2023: 25,56 2022: -24,10 2021: 21,61 2020: 38,46
Rendimento annuo: Categoria 1 anno: 16,82 3 anni: 2,62 5 anni: 9,16 Inizio: - 2024: 5,42 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 22,00 3 anni: 28,00 5 anni: 5,00 Inizio:- 2024: 28,00 2023: 18,00 2022: 67,00 2021: 57,00 2020: 7,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 18,16 3 Sharpe Ratio: 0,19 5 Correlazione: 97,13 Beta: 1,02 Alfa: -0,08 Tracking error: 4,80 Info Ratio: -0,04
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-19
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-04-19