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OPTIMIZE Global Flexible A EUR Acc

Morningstar Rating™(Relativo a la categoría)31/08/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
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Medidas de volatilidade31/08/2022
 
Desv.Padrão(3a.)14.51 %
Rentabilidade média3.29 %
 
Rácio de Sharpe0.26
 
Estadisticas de carteira31/08/202231/08/2022
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  MSCI World Free Growth NR USD
Beta1.370.71
Alfa-1.85-7.01
 
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* This share class has performance data calculated prior to the inception date, 2008-11-24. This is based upon a simulated/extended track record, using the track record of Optimize Investimento Activo FIMAF (ISIN: PTOPZCHM0001), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
A fim de prover consistência para todos os relatórios fornecidos por diferentes Asset Managers, os data points calculados apresentados são gerados usando uma metodologia de cálculo proprietária da Morningstar, que pode ser conferida com mais detalhes em(https://www.morningstar.com/research/signature)