CS Investment Funds 2 - Credit Suisse (Lux) Small and Mid Cap Germany Equity Fund B

ISIN: LU2066958898

Categoria Morningstar: Germany Small/Mid-Cap Equity

Società: Credit Suisse AM

The objective of the Subfund is to achieve the highest possible return in Euros (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets. This Subfund aims to outperform the return of the MDAX (NR) Index. The Subfund is actively managed. The benchmark is used as a reference point for portfolio construction and as a basis for setting risk constraints, and/or for Performance Fee measurement purposes. The majority of the Subfund’s equity securities will be components of or have weightings derived from the benchmark. The Investment Manager will to some extent use its discretion to overweight or underweight certain components of the benchmark and to a lesser extent invest in companies or sectors not included in the benchmark in order to take advantage of specific investment opportunities.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -4,40 3 anni: -10,23 5 anni: -0,04 Inizio: 5,86 2024: -4,64 2023: 7,62 2022: -29,64 2021: 15,12 2020: 9,67
Rendimento annuo: Categoria 1 anno: -1,79 3 anni: -8,71 5 anni: 1,78 Inizio: - 2024: -1,93 2023: 5,16 2022: -26,02 2021: 17,62 2020: 15,42
Rendimento annuo: Percentile 1 anno: 76,00 3 anni: 83,00 5 anni: 74,00 Inizio:- 2024: 80,00 2023: 49,00 2022: 85,00 2021: 47,00 2020: 68,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 21,01 3 Sharpe Ratio: -0,49 5 Correlazione: 96,55 Beta: 1,03 Alfa: -2,30 Tracking error: 5,48 Info Ratio: -0,46
Fonte: Morningstar. Dati in euros. Categoria: Germany Small/Mid-Cap Equity. Data: 2024-07-11
Fonte: Morningstar. Dati in euros. Categoria: Germany Small/Mid-Cap Equity. Data: 2024-07-11