Pictet – Robotics I dy EUR

Qualification

ISIN: LU1279334137

Categoria Morningstar: Sector Equity Technology

Empresa: Pictet Asset Management

This compartment aims to achieve capital growth by investing mainly in equities and equity related securities (such as convertible bonds, ADR, GDR) issued by companies that contribute to and/or profit from the value chain in robotics and enabling technologies. These investments will be made in compliance with article 41 of the 2010 Act. The Compartment may invest up to 30% of its net assets in China A Shares through (i) the QFII quota granted to an entity of the Pictet Group, (ii) the RQFII quota granted to an entity of the Pictet Group (iii) the Shanghai-Hong Kong Stock Connect programme, (iv) the Shenzhen-Hong Kong Stock Connect programme, and/or (v) any similar acceptable securities trading programmes which may be available to the Compartment in the future as approved by the relevant regulators from time to time. The Compartment may also use financial derivative instruments, such as futures and swaps, on China A Shares.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 36,41 3 anos: 22,91 5 anos: 25,58 Início: 21,75 2021: 6,85 2020: 34,80 2019: 40,44 2018: -5,87 2017: 24,18
Rentabilidade anual: Categoria 1 ano: 64,00 3 anos: 25,22 5 anos: 26,67 Início: - 2021: 11,60 2020: 48,28 2019: 35,33 2018: -9,01 2017: 37,17
Rentabilidade anual: Percentil 1 ano: 38,00 3 anos: 46,00 5 anos: 21,00 Início:- 2021: 32,00 2020: 41,00 2019: 42,00 2018: 63,00 2017: 29,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 21,95 3 Rácio de Sharpe: 0,80 5 Correlação: 90,04 Beta: 0,99 Alfa: -2,99 Tracking error: 10,22 Rácio de informação: -0,42
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2021-02-23
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2021-02-23