BNY Mellon Global Funds PLC - BNY Mellon Global Equity Income Fund USD C Inc

- -Boa relação risco e retorno
ISIN: IE00B3X1G796
Categoria Morningstar: Global Equity Income
Empresa: BNY Mellon Investment Management
ISIN: IE00B3X1G796
Categoria Morningstar: Global Equity Income
Empresa: BNY Mellon Investment Management
The objective of the Sub-Fund is to aim to generate annual distributions and to achieve long-term capital growth by investing predominantly in equity and equityrelated global securities. The Sub-Fund will invest primarily, meaning at least three-quarters of the Sub-Fund’s Net Asset Value in a portfolio of equity and equity-related securities including but not limited to, convertible preference shares, warrants (up to 10% of the Sub-Fund’s Net Asset Value) and convertible bonds (up to 10% of the Sub-Fund’s Net Asset Value and which are not rated by any recognised rating agency) of companies located worldwide which are listed or traded on Eligible Markets.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 2,52 | 3 anos: 13,15 | 5 anos: 9,11 | Início: 10,08 | 2023: 3,42 | 2022: 2,53 | 2021: 22,87 | 2020: -3,99 | 2019: 27,52 |
Rentabilidade anual: Categoria | 1 ano: -0,35 | 3 anos: 11,15 | 5 anos: 7,15 | Início: - | 2023: 3,76 | 2022: -6,10 | 2021: 26,07 | 2020: -3,55 | 2019: 23,85 |
Rentabilidade anual: Percentil | 1 ano: 31,00 | 3 anos: 33,00 | 5 anos: 14,00 | Início:- | 2023: 63,00 | 2022: 4,00 | 2021: 80,00 | 2020: 50,00 | 2019: 20,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 12,21 | 3 Rácio de Sharpe: 0,73 | 5 Correlação: 96,05 | Beta: 1,00 | Alfa: 3,22 | Tracking error: 4,24 | Rácio de informação: 0,80 |