Capital Group Emerging Markets Total Opportunities (LUX) Z

Qualification
Motivo do Rating:
  • -Boa relação risco e retorno

ISIN: LU0815117725

Categoria Morningstar: Global Emerging Markets Allocation

Empresa: Capital Group

The Fund aims for long-term growth and preservation of capital with lower volatility of returns than Emerging Markets Equities by investing primarily in Equity, hybrid securities, Bonds (both corporate and sovereign) and short-term instruments normally listed or traded on other Regulated Markets of issuers in Eligible Investment Countries. Securities of Emerging Markets issuers are those: (1) from issuers in Emerging Markets; (2) primarily traded in Emerging Markets; (3) that are denominated in Emerging Markets currencies; or (4) that are from issuers deemed to be suitable for the Fund because they have or are expected to have significant economic exposure to Emerging Markets (through assets, revenues, or profits) (“Emerging Markets Issuers”). Up to 10% of the Fund’s assets may be invested in securities of issuers which are not Emerging Markets Issuers.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 12,36 3 anos: 1,41 5 anos: 3,78 Início: 4,85 2024: 8,02 2023: 8,20 2022: -10,13 2021: 8,62 2020: 1,41
Rentabilidade anual: Categoria 1 ano: - 3 anos: - 5 anos: - Início: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rentabilidade anual: Percentil 1 ano: 80,00 3 anos: 21,00 5 anos: 15,00 Início:- 2024: 77,00 2023: - 2022: - 2021: - 2020: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 10,84 3 Rácio de Sharpe: -0,30 5 Correlação: 96,71 Beta: 0,70 Alfa: -0,29 Tracking error: 5,13 Rácio de informação: 0,28
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Allocation. Data: 2024-10-25
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Allocation. Data: 2024-10-25