BlackRock Strategic Funds - European Unconstrained Equity Fund A2 EUR

ISIN: LU1893597309

Categoria Morningstar: Europe Large-Cap Growth Equity

Empresa: BlackRock

The sub-fund seeks to achieve long-term capital growth. The Fund will seek to achieve its investment objective by investing at least 70% of its Net Asset Value in a portfolio of equity and equity-related securities (i.e. derivatives) of companies domiciled in, or exercising the predominant part of their economic activity in, Europe. The Fund may also invest in fixed-income securities, derivatives and, when determined appropriate, cash and near-cash instruments. Any fixed-income securities or near-cash instruments may be Investment Grade, sub-Investment Grade or unrated at the time of purchase. The Fund may also invest up to 10% of its Net Asset Value in other funds. The Fund may invest in derivatives for investment purposes and for efficient portfolio management. The Fund may invest in the securities of companies with any level of market capitalisation. The Fund’s exposure to contingent convertible bonds is limited to 5% of its Net Asset Value.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 22,18 3 anos: 12,83 5 anos: 14,73 Início: 16,07 2024: 7,85 2023: 24,83 2022: -19,18 2021: 32,42 2020: 10,75
Rentabilidade anual: Categoria 1 ano: 13,28 3 anos: 5,90 5 anos: 10,10 Início: - 2024: 5,88 2023: 16,15 2022: -20,49 2021: 24,53 2020: 8,51
Rentabilidade anual: Percentil 1 ano: 3,00 3 anos: 7,00 5 anos: 3,00 Início:- 2024: 6,00 2023: 3,00 2022: 45,00 2021: 13,00 2020: 35,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 18,81 3 Rácio de Sharpe: 0,64 5 Correlação: 95,98 Beta: 1,12 Alfa: 2,76 Tracking error: 5,59 Rácio de informação: 0,64
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-02-28
Fonte: Morningstar. Dados em euros. Categoria: Europe Large-Cap Growth Equity. Data: 2024-02-28