Schroder International Selection Fund Changing Lifestyles C Accumulation USD

Qualification
Motivo do Rating:
  • -Boa relação risco e retorno

ISIN: LU2096785865

Categoria Morningstar: Sector Equity Consumer Goods & Services

Empresa: Schroders

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that the Investment Manager believes will benefit from the changing requirements of modern consumers. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of companies worldwide. The Fund aims to provide investors with exposure to companies participating in evolving consumption patterns across multiple areas of consumers’ lives. The Investment Manager seeks to invest in companies that it believes will enjoy superior growth because they satisfy the tastes and expectations of consumers in a technologically enabled world.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 21,78 3 anos: 4,66 5 anos: - Início: 9,42 2024: 17,60 2023: 17,83 2022: -16,50 2021: 13,36 2020: -
Rentabilidade anual: Categoria 1 ano: 19,82 3 anos: 1,18 5 anos: 5,58 Início: - 2024: 15,03 2023: 11,05 2022: -19,22 2021: 15,96 2020: 8,66
Rentabilidade anual: Percentil 1 ano: 39,00 3 anos: 22,00 5 anos: - Início:- 2024: 35,00 2023: 32,00 2022: 39,00 2021: 70,00 2020: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 14,42 3 Rácio de Sharpe: - 5 Correlação: - Beta: - Alfa: - Tracking error: 5,72 Rácio de informação: -0,21
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Consumer Goods & Services. Data: 2024-11-29
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Consumer Goods & Services. Data: 2024-11-29