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
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-09-13
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-09-13