The Compartment follows an equity long/short investment strategy. The objective of the Compartment is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. Traditional long positions are coupled with (synthetic) long and short positions, which will be achieved through the use of financial derivative instruments (such as total return swaps). The Compartment will principally invest in equities, equity related securities (such as but not limited to ordinary or preferred shares), deposits and money market instruments (for cash management only). The main portion of the equities and equity related securities part will be invested in companies which are domiciled, headquartered or exercise the predominant part of their economic activity in Asia with a main focus in China, Taiwan and Hong Kong.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 8,48 3 anos: 0,04 5 anos: 5,64 Início: 7,12 2024: 8,53 2023: -0,15 2022: -3,77 2021: 1,59 2020: 18,44
Rentabilidade anual: Categoria 1 ano: - 3 anos: - 5 anos: - Início: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rentabilidade anual: Percentil 1 ano: - 3 anos: - 5 anos: - Início:- 2024: - 2023: - 2022: - 2021: - 2020: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 8,50 3 Rácio de Sharpe: -0,89 5 Correlação: - Beta: - Alfa: - Tracking error: - Rácio de informação: -
Fonte: Morningstar. Dados em euros. Categoria: Long/Short Equity - Other. Data: 2024-04-11
Fonte: Morningstar. Dados em euros. Categoria: Long/Short Equity - Other. Data: 2024-04-11