Fact sheet: Sparindex Gbl Aktier Min Risiko Ix

Fund information

Fund name
Sparindex Global Aktier Min Risiko Index
Fund company manager
Sparinvest (LUX)
Fund type
SIB
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
-
Investment method
-

Quick stats

1 Year return

-2.67 %

1 Year rank in sector

476/477

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

119

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.34 %-1.49 %-2.67 %24.58 %53.37 %
Sector2.66 %8.02 %16.69 %32.5 %59.29 %
Rank within sector252 / 505482 / 499476 / 477301 / 382204 / 295
Quartile th2 nd4 th4 th4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund-5.98 %0.4 %16.89 %26.83 %13.05 %
Sector13.48 %7.94 %0.71 %5.96 %21.26 %
Rank within sector490 / 490387 / 44510 / 3976 / 348279 / 306
Quartile th4 th4 th1 st1 st4 th

Risk statistics

Alpha2.32
Beta0.55
Sharpe0.2
Volatility11.95
Tracking error11.52
Information ratio-0.12
R-Squared0.17

Price movement

52 week high137.0822
52 week low122.2534
Current bid price0
Current offer price0
Current mid price126.9319

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-