MFS Meridian Funds - European Research Fund A1 EUR
- -Dinheiro investido por investidores locais
ISIN: LU0094557526
Categoria Morningstar: Europe Large-Cap Blend Equity
Empresa: MFS Investment Management
ISIN: LU0094557526
Categoria Morningstar: Europe Large-Cap Blend Equity
Empresa: MFS Investment Management
The Fund’s objective is capital appreciation, measured in euros. The Fund invests primarily (at least 70%) in European equity securities. Some of the countries in Europe, primarily those in Eastern Europe, are currently considered emerging market economies. The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies (growth companies), in companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. The Fund may invest in companies of any size. The Fund may invest a relatively large percentage of the Fund’s assets in a small number of countries and/or a particular geographic region.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 11,00 | 3 anos: 2,83 | 5 anos: 4,75 | Início: 6,54 | 2024: 8,04 | 2023: 9,62 | 2022: -12,12 | 2021: 17,59 | 2020: -0,55 |
Rentabilidade anual: Categoria | 1 ano: 12,35 | 3 anos: 4,57 | 5 anos: 6,46 | Início: - | 2024: 9,09 | 2023: 14,23 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 |
Rentabilidade anual: Percentil | 1 ano: 48,00 | 3 anos: 69,00 | 5 anos: 76,00 | Início:- | 2024: 49,00 | 2023: 92,00 | 2022: 47,00 | 2021: 90,00 | 2020: 37,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 13,96 | 3 Rácio de Sharpe: 0,12 | 5 Correlação: 98,62 | Beta: 1,03 | Alfa: -3,64 | Tracking error: 2,33 | Rácio de informação: -1,60 |