Flossbach von Storch - Global Emerging Markets Equities IT

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 focus of these investments is on equities in companies outside of Western Europe, Japan and North America that achieve above-average growth, have qualified management, hold a dominant market position and demonstrate a solid financial structure. Equities in companies are also considered if more than 50 per cent of their revenue is dependent on global developing countries and if they are expected to have extraordinary price potential based on specific criteria or situations. Such situations may occur due to the performance of the market as a whole, of an industry or of an individual company. This includes promising new issues. The level of risk in these markets is generally high, which is to be reduced by balanced diversification. The sub-fund is actively managed.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 14,07 3 anos: -1,34 5 anos: 6,30 Início: 7,00 2024: 10,40 2023: 6,96 2022: -19,56 2021: 3,12 2020: 21,40
Rentabilidade anual: Categoria 1 ano: 15,34 3 anos: -3,78 5 anos: 4,41 Início: - 2024: 8,18 2023: 10,33 2022: -21,90 2021: -2,36 2020: 17,69
Rentabilidade anual: Percentil 1 ano: 69,00 3 anos: 63,00 5 anos: 16,00 Início:- 2024: 52,00 2023: 36,00 2022: 74,00 2021: 66,00 2020: 8,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 13,03 3 Rácio de Sharpe: -0,63 5 Correlação: 93,19 Beta: 0,94 Alfa: -3,62 Tracking error: 6,21 Rácio de informação: -0,50
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2024-05-17
Fonte: Morningstar. Dados em euros. Categoria: Global Emerging Markets Equity. Data: 2024-05-17