Man GLG RI Sustainable European Income I C EUR

ISIN: IE00BF4RW382

Categoria Morningstar: Europe Equity Income

Società: Man Group

The Portfolio’s investment objective is to achieve dividend income and long-term capital growth from an actively managed portfolio. The Portfolio will implement its strategy by investing all or part of the net proceeds of Shares in (i) transferable securities; (ii) exchange traded and OTC financial derivative instruments; and (iii) other eligible collective investment schemes. The Investment Manager may also hold deposits, cash or cash equivalents and money market instruments. At least 51% of the value of the Portfolio will be invested on an ongoing basis in holdings in equity securities that are authorised for official trading on a stock exchange or included in an organised market.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: -3,28 3 anni: 2,64 5 anni: 2,78 Inizio: 3,92 2024: 9,26 2023: -9,71 2022: 15,01 2021: -3,31 2020: 26,27
Rendimento annuo: Categoria 1 anno: 1,23 3 anni: 2,50 5 anni: 4,47 Inizio: - 2024: 7,86 2023: -8,37 2022: 20,71 2021: -7,11 2020: 21,96
Rendimento annuo: Percentile 1 anno: 60,00 3 anni: 66,00 5 anni: 67,00 Inizio:- 2024: 60,00 2023: 60,00 2022: 94,00 2021: 20,00 2020: 16,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 20,90 3 Sharpe Ratio: 0,13 5 Correlazione: 95,04 Beta: 1,05 Alfa: -2,12 Tracking error: 6,56 Info Ratio: -0,36
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2023-01-20
Fonte: Morningstar. Dati in euros. Categoria: Europe Equity Income. Data: 2023-01-20