BNY Mellon Global Leaders Fund GBP E Acc
- -Boa relação risco e retorno
ISIN: IE00BYQQPX78
Categoria Morningstar: Global Large-Cap Growth Equity
Empresa: BNY Mellon Investment Management
ISIN: IE00BYQQPX78
Categoria Morningstar: Global Large-Cap Growth Equity
Empresa: BNY Mellon Investment Management
The Sub-Fund aims to achieve long-term capital growth. The Sub-Fund invests primarily (meaning at least three-quarters of the Sub-Fund's Net Asset Value) in equity and equity-related securities (common and preferred stock, American depositary receipts and global depository receipts, securities convertible into or exchangeable for such equities) issued by large-capitalisation companies located worldwide. Large-capitalisation companies typically refer to companies with a market capitalisation value of more than US$10 billion at the time of purchase, however the minimum market capitalisation threshold for the Sub-Fund is at the discretion of the Investment Manager.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 15,59 | 3 anos: 7,62 | 5 anos: 11,46 | Início: 12,05 | 2024: 6,92 | 2023: 18,63 | 2022: -17,10 | 2021: 28,95 | 2020: 14,31 |
Rentabilidade anual: Categoria | 1 ano: 18,50 | 3 anos: 3,17 | 5 anos: 8,98 | Início: - | 2024: 6,02 | 2023: 18,79 | 2022: -22,48 | 2021: 22,14 | 2020: 17,10 |
Rentabilidade anual: Percentil | 1 ano: 68,00 | 3 anos: 15,00 | 5 anos: 20,00 | Início:- | 2024: 41,00 | 2023: 47,00 | 2022: 23,00 | 2021: 21,00 | 2020: 48,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 15,50 | 3 Rácio de Sharpe: 0,26 | 5 Correlação: 96,72 | Beta: 0,95 | Alfa: 1,56 | Tracking error: 4,84 | Rácio de informação: 0,31 |