LUX IM AI & Data AX

- -Patrimonio investito dagli investitori locali
- -Buona relazione rischio/rendimento
ISIN: LU2344409771
Categoria Morningstar: Sector Equity Technology
Società: BG Fund Management Luxembourg
ISIN: LU2344409771
Categoria Morningstar: Sector Equity Technology
Società: BG Fund Management Luxembourg
The investment objective of the Sub-fund is to provide capital growth over the long term through the investment in a diversified portfolio of transferable securities issued by companies active in the data technology related fields, including Artificial Intelligence (“AI”), data processing and cyber security. The security selection process is based on the investment manager’s ongoing analysis of the financial fundamentals and competitive positioning of the target issuers aiming to identify those with potential for growth.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 1,18 | 3 anni: - | 5 anni: - | Inizio: 4,18 | 2025: -13,33 | 2024: - | 2023: - | 2022: - | 2021: - |
Rendimento annuo: Categoria | 1 anno: 8,20 | 3 anni: 5,77 | 5 anni: 19,65 | Inizio: - | 2025: -3,32 | 2024: 19,16 | 2023: 39,30 | 2022: -36,21 | 2021: 13,92 |
Rendimento annuo: Percentile | 1 anno: 67,00 | 3 anni: - | 5 anni: - | Inizio:- | 2025: 86,00 | 2024: - | 2023: - | 2022: - | 2021: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: - | 3 Sharpe Ratio: - | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |