Kyron UCITS SICAV Equity Absolute Return Fund A1 USD Acc

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1918787364

Categoria Morningstar: Long/Short Equity - Global

Società: AISM Luxembourg

The objective of the Compartment is to achieve a long term positive absolute return with a short term moderate risk through a combination of capital growth and income. Capital growth and income will be balanced against each other, subject to market conditions, to meet the general objective of the Compartment. The Compartment offers exposure to equity markets, investing mainly in global large capitalization stocks with a focus on the US. The Compartment seeks to invest in companies with strong ESG practices and may exclude companies on the basis of their involvement in environmental damage, corruption, human rights issues or inappropriate labour practices. Investments in stocks without ESG rating will not be more than 10% of the Compartment's net assets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 5,17 3 anni: 4,42 5 anni: 4,72 Inizio: 3,65 2025: -6,84 2024: 17,89 2023: 5,43 2022: -2,95 2021: 12,75
Rendimento annuo: Categoria 1 anno: 3,02 3 anni: 3,05 5 anni: 5,87 Inizio: - 2025: -1,85 2024: 11,41 2023: 4,37 2022: -5,56 2021: 11,18
Rendimento annuo: Percentile 1 anno: 27,00 3 anni: 32,00 5 anni: 60,00 Inizio:- 2025: 79,00 2024: 20,00 2023: 43,00 2022: 45,00 2021: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,43 3 Sharpe Ratio: 0,00 5 Correlazione: 93,96 Beta: 0,42 Alfa: -2,08 Tracking error: 9,43 Info Ratio: -0,48
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Global. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Global. Data: 2025-03-14