Flossbach von Storch - Global Emerging Markets Equities IT
ISIN: LU2312729846
Categoria Morningstar: Global Emerging Markets Equity
Empresa: Flossbach von Storch
ISIN: LU2312729846
Categoria Morningstar: Global Emerging Markets Equity
Empresa: Flossbach von Storch
The objective of the sub-fund is to achieve long-term above-average growth in the sub-fund currency whilst taking investment risk into consideration. The investment focus is on investments in equities of companies based in emerging markets or companies based in developed countries, provided that the business performance of the respective company is expected to be strongly dependent on the economic development of the emerging markets and that companies benefit from an economic upturn in the emerging markets. The companies are characterised by above-average profit growth, qualified management, a promising market position and a solid financial structure.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 7,44 | 3 anos: 3,36 | 5 anos: 9,40 | Início: 6,74 | 2025: -1,92 | 2024: 16,00 | 2023: 6,96 | 2022: -19,56 | 2021: 3,12 |
Rentabilidade anual: Categoria | 1 ano: 6,60 | 3 anos: 3,87 | 5 anos: 6,90 | Início: - | 2025: 3,52 | 2024: 6,21 | 2023: 10,33 | 2022: -21,90 | 2021: -2,36 |
Rentabilidade anual: Percentil | 1 ano: 47,00 | 3 anos: 30,00 | 5 anos: 25,00 | Início:- | 2025: 55,00 | 2024: 26,00 | 2023: 36,00 | 2022: 74,00 | 2021: 66,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 12,15 | 3 Rácio de Sharpe: -0,18 | 5 Correlação: 92,87 | Beta: 0,91 | Alfa: 0,07 | Tracking error: 6,27 | Rácio de informação: 0,05 |