Quoniam Funds Selection SICAV - Global Equities MinRisk EUR hedged I dis

ISIN: LU1120174617

Categoria Morningstar: Other Equity

Società: Union Investment

The aim of the investment policy of the sub-fund is to achieve a performance that produces a higher yield than that of the worldwide equity market, in accordance with the principle of risk diversification. With the MinRisk strategy, the aim for the sub-fund is to achieve a benchmark-free investment in global equities with the lowest possible overall risk (minimum variance principle). To this end, a defensive equity investment compared with a benchmark-driven approach is sought. As a result, sustainable criteria are used as a basis for the sub-fund when investing its assets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 11,19 3 anni: 2,91 5 anni: 4,59 Inizio: 5,34 2024: 4,70 2023: 11,13 2022: -14,62 2021: 18,17 2020: -0,14
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: - 2022: - 2021: - 2020: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2024: - 2023: - 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,48 3 Sharpe Ratio: -0,04 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Other Equity. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: Other Equity. Data: 2024-04-24