Carmignac Portfolio Grande Europe F EUR Acc

Qualification

ISIN: LU0992628858

Categoria Morningstar: Europe Large-Cap Growth Equity

Empresa: Carmignac

The Sub-Fund‘s objective is to outperform its reference indicator over a recommended investment horizon of five years. The reference indicator is the Stoxx 600 NR index (EUR) (SXXR). The Sub-Fund invests at least 75% of its assets in equities in the European Economic Area. The Sub-Fund may also be invested up to 25% of its assets in equities in the OECD countries outside of the European Economic Area. In order to achieve its investment objective, the Sub-Fund seeks to invest in companies that exhibit strong reinvestment rates and recurrent profitability. In addition, the Sub-Fund adopts a socially responsible approach using both positive and negative screening to identify companies with long term sustainable growth criteria.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 24,01 3 anos: 21,08 5 anos: 14,62 Início: 5,62 2021: 20,68 2020: 14,43 2019: 35,49 2018: -9,61 2017: 11,00
Rentabilidade anual: Categoria 1 ano: 28,08 3 anos: 19,66 5 anos: 13,18 Início: - 2021: 22,76 2020: 8,51 2019: 30,35 2018: -11,32 2017: 12,40
Rentabilidade anual: Percentil 1 ano: 51,00 3 anos: 15,00 5 anos: 18,00 Início:- 2021: 57,00 2020: 16,00 2019: 17,00 2018: 35,00 2017: 70,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 14,53 3 Rácio de Sharpe: 1,41 5 Correlação: 95,91 Beta: 1,00 Alfa: 2,40 Tracking error: 4,12 Rácio de informação: 0,68
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Growth Equity. Data: 2021-11-25
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Growth Equity. Data: 2021-11-25