Schroder International Selection Fund Global Disruption C Accumulation USD

ISIN: LU1910165999

Categoria Morningstar: Global Large-Cap Growth Equity

Empresa: Schroders

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which benefit from disruption. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of companies worldwide. Disruption typically means innovation (whether due to technology or otherwise) which changes a particular industry by creating new markets, products or service models. Disruption can be observed in many industries such as e-commerce, media & communications and banking & payments. The Investment Manager believes that companies benefitting from disruptive innovation, either as the disruptor or otherwise, can experience a rapid acceleration in, and durability of, growth.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 24,62 3 anos: 9,60 5 anos: 15,68 Início: 17,40 2024: 14,18 2023: 25,56 2022: -24,10 2021: 21,61 2020: 38,46
Rentabilidade anual: Categoria 1 ano: 20,76 3 anos: 5,41 5 anos: 10,21 Início: - 2024: 10,14 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rentabilidade anual: Percentil 1 ano: 15,00 3 anos: 34,00 5 anos: 6,00 Início:- 2024: 27,00 2023: 18,00 2022: 67,00 2021: 57,00 2020: 7,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 18,13 3 Rácio de Sharpe: 0,01 5 Correlação: 97,12 Beta: 1,02 Alfa: -0,38 Tracking error: 4,75 Rácio de informação: -0,12
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-05-20
Fonte: Morningstar. Dados em euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-05-20