Invesco Funds SICAV – Invesco Asia Consumer Demand Fund C Accumulation USD

Qualification

ISIN: LU0334857512

Categoria Morningstar: Sector Equity Consumer Goods & Services

Empresa: Invesco

The objective of the Fund is to achieve long-term capital appreciation by investing primarily in equity securities of Asian companies whose business is likely to benefit from, or is related to growth in domestic consumption in Asian economies, excluding Japan.
For the purposes of the Fund, “Asian companies” shall mean (i) companies having their registered office in an Asian country (ii) companies established or located in countries outside of Asia but carrying out their business activities predominantly in Asia, or (iii) holding companies the interests of which are predominantly invested in equity of companies having their registered office in an Asian country.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 28,51 3 anos: 8,94 5 anos: 13,14 Início: 9,46 2021: 5,74 2020: 19,56 2019: 20,45 2018: -16,97 2017: 34,53
Rentabilidade anual: Categoria 1 ano: 36,73 3 anos: 12,01 5 anos: 11,26 Início: - 2021: 7,58 2020: 8,66 2019: 26,37 2018: -8,90 2017: 11,90
Rentabilidade anual: Percentil 1 ano: 64,00 3 anos: 55,00 5 anos: 29,00 Início:- 2021: 62,00 2020: 23,00 2019: 85,00 2018: 89,00 2017: 2,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 17,27 3 Rácio de Sharpe: 0,46 5 Correlação: 59,16 Beta: 0,68 Alfa: -0,18 Tracking error: 16,22 Rácio de informação: -0,34
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Consumer Goods & Services. Data: 2021-05-05
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Consumer Goods & Services. Data: 2021-05-05