Stewart Investors Global Emerging Markets Sustainability Fund Class B (Accumulation) GBP
ISIN: GB00B64TS998
Categoria Morningstar: Global Emerging Markets Equity
Società: First Sentier Investors
The Fund aims to achieve capital growth over the long-term (at least 5 years). The Fund invests in a diversified portfolio of equity or equity-related securities of companies that are incorporated or listed, or where a majority of their economic activities take place in Emerging Markets and which are listed, traded or dealt in on Regulated Markets worldwide.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 8,29 | 3 anni: 0,11 | 5 anni: 3,32 | Inizio: 10,41 | 2024: -2,09 | 2023: 9,87 | 2022: -13,65 | 2021: 10,87 | 2020: 10,73 |
| Rendimento annuo: Categoria | 1 anno: 13,51 | 3 anni: -2,72 | 5 anni: 2,62 | Inizio: - | 2024: 4,08 | 2023: 6,60 | 2022: -16,78 | 2021: 5,06 | 2020: 7,97 |
| Rendimento annuo: Percentile | 1 anno: 56,00 | 3 anni: 17,00 | 5 anni: 22,00 | Inizio:- | 2024: 99,00 | 2023: 19,00 | 2022: 23,00 | 2021: 18,00 | 2020: 28,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 11,69 | 3 Sharpe Ratio: -0,34 | 5 Correlazione: 80,01 | Beta: 0,68 | Alfa: -0,52 | Tracking error: 10,13 | Info Ratio: 0,16 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-25
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-25