Seilern America USD U R
ISIN: IE00B1ZBRN64
Categoria Morningstar: US Large-Cap Growth Equity
Empresa: Seilern Investment Management
ISIN: IE00B1ZBRN64
Categoria Morningstar: US Large-Cap Growth Equity
Empresa: Seilern Investment Management
The investment objective of the fund is to seek capital appreciation through investment in equity or equity related securities (i.e. equity warrants and convertible bonds) of the issued by high quality companies listed on the stock exchanges of countries within the OECD. Investment will be made predominantly in the equities of issuers established in the U.S. and North American OECD member countries. Seilern America may purchase securities denominated in any of the major convertible currencies of the member countries of the OECD. Seilern America will invest in large, successful companies with proven track records and high predictability of future earnings growth.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2021 | 2020 | 2019 | 2018 | 2017 |
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Rentabilidade anual: Fundo | 1 ano: 35,07 | 3 anos: 21,93 | 5 anos: 19,27 | Início: 11,32 | 2021: 7,35 | 2020: 17,32 | 2019: 35,76 | 2018: 8,08 | 2017: 13,01 |
Rentabilidade anual: Categoria | 1 ano: 48,76 | 3 anos: 24,03 | 5 anos: 19,11 | Início: - | 2021: 10,20 | 2020: 24,15 | 2019: 34,77 | 2018: 1,22 | 2017: 11,48 |
Rentabilidade anual: Percentil | 1 ano: 84,00 | 3 anos: 58,00 | 5 anos: 41,00 | Início:- | 2021: 67,00 | 2020: 59,00 | 2019: 46,00 | 2018: 8,00 | 2017: 43,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
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Risco: 3 anos | 1 Volatilidade: 16,61 | 3 Rácio de Sharpe: 0,98 | 5 Correlação: 92,20 | Beta: 0,84 | Alfa: -0,19 | Tracking error: 7,54 | Rácio de informação: -0,52 |