Aperture Investors SICAV - European Innovation Fund IY EUR Dis

ISIN: LU2077746936

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Aperture Investors

The objective of the Sub-fund is to generate superior long-term risk adjusted returns in excess of the MSCI Europe Net Total Return EUR Index by investing in a portfolio exposed essentially to European equities and equity-related instruments. The Sub-fund aims to achieve its investment objective by investing in a portfolio consisting of long and synthetic short positions in equity and equity-related securities (including convertible bonds) using an active extension approach to enhance potential returns without increasing the overall net exposure to the market. The Investment Manager will actively manage the Sub-fund through a bottom-up selection to generate returns on both long and short leg investments.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 16,66 3 anni: 7,80 5 anni: - Inizio: 10,94 2024: 9,45 2023: 18,90 2022: -16,21 2021: 28,73 2020: 11,13
Rendimento annuo: Categoria 1 anno: 8,31 3 anni: 5,64 5 anni: 6,70 Inizio: - 2024: 4,54 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 1,00 3 anni: 9,00 5 anni: - Inizio:- 2024: 1,00 2023: 7,00 2022: 79,00 2021: 6,00 2020: 4,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,80 3 Sharpe Ratio: 0,66 5 Correlazione: 90,27 Beta: 0,98 Alfa: 1,31 Tracking error: 6,33 Info Ratio: 0,16
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18