Flossbach von Storch - Global Emerging Markets Equities IT

ISIN: LU2312729846

Categoria Morningstar: Global Emerging Markets Equity

Società: Flossbach von Storch

The objective of the sub-fund is to achieve long-term above-average growth in the sub-fund currency whilst taking investment risk into consideration. The investment focus is on investments in equities of companies based in emerging markets or companies based in developed countries, provided that the business performance of the respective company is expected to be strongly dependent on the economic development of the emerging markets and that companies benefit from an economic upturn in the emerging markets. The companies are characterised by above-average profit growth, qualified management, a promising market position and a solid financial structure.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 19,02 3 anni: 1,14 5 anni: 4,30 Inizio: 7,12 2025: 0,90 2024: 16,00 2023: 6,96 2022: -19,56 2021: 3,12
Rendimento annuo: Categoria 1 anno: 12,40 3 anni: -2,72 5 anni: 1,09 Inizio: - 2025: 0,88 2024: 6,21 2023: 10,33 2022: -21,90 2021: -2,36
Rendimento annuo: Percentile 1 anno: 26,00 3 anni: 52,00 5 anni: 19,00 Inizio:- 2025: 26,00 2024: 26,00 2023: 36,00 2022: 74,00 2021: 66,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,76 3 Sharpe Ratio: -0,41 5 Correlazione: 91,35 Beta: 0,92 Alfa: -2,30 Tracking error: 7,01 Info Ratio: -0,28
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2025-01-23
Fonte: Morningstar. Dati in euros. Categoria: Global Emerging Markets Equity. Data: 2025-01-23