BlackRock Strategic Funds - European Opportunities Extension Fund A2 EUR

Qualification
Motivo do Rating:
  • -Dinheiro investido por investidores locais
  • -Boa relação risco e retorno

ISIN: LU0313923228

Categoria Morningstar: Europe Flex-Cap Equity

Empresa: BlackRock

The sub-fund seeks to maximise total returns through the use of an extension strategy. Use of an extension strategy means that in addition to having up to 100% of the Fund’s assets exposed to equity securities via long and/or synthetic long positions, the intention is that it will enter into synthetic short positions in order to achieve additional investment exposure. The proceeds from those synthetic short positions will be used to buy additional synthetic long positions (broadly in the same proportion as the short positions it holds). The Fund will seek to gain at least 70% of its investment exposure to companies domiciled in, or exercising the predominant part of their economic activity in Europe. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in equities and equityrelated securities (including derivatives) and, when determined appropriate, cash and near-cash instruments.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 22,23 3 anos: 10,89 5 anos: 12,90 Início: 11,97 2024: 8,30 2023: 21,19 2022: -24,63 2021: 44,23 2020: 10,99
Rentabilidade anual: Categoria 1 ano: 13,94 3 anos: 3,78 5 anos: 6,53 Início: - 2024: 5,31 2023: 13,15 2022: -16,51 2021: 21,43 2020: 2,08
Rentabilidade anual: Percentil 1 ano: 9,00 3 anos: 9,00 5 anos: 1,00 Início:- 2024: 18,00 2023: 9,00 2022: 84,00 2021: 1,00 2020: 20,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 18,71 3 Rácio de Sharpe: 0,58 5 Correlação: 81,99 Beta: 1,10 Alfa: 0,31 Tracking error: 10,78 Rácio de informação: 0,05
Fonte: Morningstar. Dados em euros. Categoria: Europe Flex-Cap Equity. Data: 2024-03-27
Fonte: Morningstar. Dados em euros. Categoria: Europe Flex-Cap Equity. Data: 2024-03-27