Artemis Funds (Lux) - Global Focus FI GBP Acc
ISIN: LU2042657390
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Artemis Investment Management
ISIN: LU2042657390
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Artemis Investment Management
To increase the value of Shareholders’ investments primarily through capital growth. The Fund invests principally (at least 80% of its assets) in equities of companies selected on a global basis. The Investment Manager aims to identify long-term growth trends that are not seasonal or cyclical or dependent on current economic events. Companies are sought which may benefit from these trends and which exhibit characteristics such as high and persistent barriers to entry, competent management teams whose remuneration is aligned to the success of the company, exposure to external factors, and high governance standards.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 14,63 | 3 anni: 3,06 | 5 anni: 9,07 | Inizio: 11,41 | 2024: 9,88 | 2023: 11,83 | 2022: -15,84 | 2021: 26,97 | 2020: 11,14 |
Rendimento annuo: Categoria | 1 anno: 17,02 | 3 anni: 5,72 | 5 anni: 9,21 | Inizio: - | 2024: 12,33 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 | 2020: 4,68 |
Rendimento annuo: Percentile | 1 anno: 69,00 | 3 anni: 79,00 | 5 anni: 61,00 | Inizio:- | 2024: 78,00 | 2023: 77,00 | 2022: 17,00 | 2021: 32,00 | 2020: 65,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: 94,52 | Beta: 0,89 | Alfa: -4,29 | Tracking error: 5,38 | Info Ratio: -0,87 |