CS Investment Funds 2 - Credit Suisse (Lux) Security Equity Fund BH CHF

ISIN: LU0909471681

Categoria Morningstar: Other Equity

Empresa: Credit Suisse AM

The objective of the Subfund is to achieve the highest possible return in US dollars (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the invested assets. This Subfund aims to outperform the return of the MSCI World ESG Leaders (NR) benchmark. The Subfund is actively managed. The benchmark is used as a reference point for portfolio construction and as a basis for setting risk constraints, and/or for Performance Fee measurement purposes. The majority of the Subfund’s equity securities will not necessarily be components of or have weightings derived from the benchmark. The Investment Manager will use its discretion to significantly deviate the weighting of certain components of the Benchmark and to significantly invest in companies or sectors not included in the benchmark in order to take advantage of specific investment opportunities.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 11,18 3 anos: 3,60 5 anos: 9,71 Início: 9,58 2024: -7,67 2023: 30,21 2022: -23,32 2021: 22,31 2020: 25,19
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: 22,25 3 Rácio de Sharpe: 0,17 5 Correlação: - Beta: - Alfa: - Tracking error: - Rácio de informação: -
Fonte: Morningstar. Dados em euros. Categoria: Other Equity. Data: 2024-04-17
Fonte: Morningstar. Dados em euros. Categoria: Other Equity. Data: 2024-04-17