Pictet TR - Mandarin I USD
ISIN: LU0496443457
Categoria Morningstar: Long/Short Equity - Other
Empresa: Pictet Asset Management
ISIN: LU0496443457
Categoria Morningstar: Long/Short Equity - Other
Empresa: Pictet Asset Management
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 | 2025 | 2024 | 2023 | 2022 | 2021 |
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Rentabilidade anual: Fundo | 1 ano: 15,25 | 3 anos: 4,82 | 5 anos: 5,76 | Início: 7,33 | 2025: -1,28 | 2024: 19,35 | 2023: -0,15 | 2022: -3,77 | 2021: 1,59 |
Rentabilidade anual: Categoria | 1 ano: - | 3 anos: - | 5 anos: - | Início: - | 2025: - | 2024: - | 2023: - | 2022: - | 2021: - |
Rentabilidade anual: Percentil | 1 ano: - | 3 anos: - | 5 anos: - | Início:- | 2025: - | 2024: - | 2023: - | 2022: - | 2021: - |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
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Risco: 3 anos | 1 Volatilidade: 9,02 | 3 Rácio de Sharpe: -0,29 | 5 Correlação: - | Beta: - | Alfa: - | Tracking error: - | Rácio de informação: - |