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 objective
-
Benchmark
-
Investment style
-
Investment method
-

Quick stats

1 Year return

-6.39 %

1 Year rank in sector

470/470

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.34 %-1.46 %-6.39 %23.21 %44.4 %
Sector-0.76 %4.5 %11.71 %20.57 %56.14 %
Rank within sector187 / 502410 / 492470 / 470159 / 374234 / 285
Quartile th2 nd4 th4 th2 nd4 th

Calendar performance

YTD-20172016201520142013
Fund-7.87 %0.4 %16.89 %26.83 %13.05 %
Sector8.97 %7.94 %0.71 %5.96 %21.26 %
Rank within sector487 / 487382 / 4439 / 3936 / 347279 / 306
Quartile th4 th4 th1 st1 st4 th

Risk statistics

Alpha4.81
Beta0.53
Sharpe0.36
Volatility12.21
Tracking error11.87
Information ratio0.1
R-Squared0.16

Price movement

52 week high137.0822
52 week low123.3343
Current bid price0
Current offer price0
Current mid price124.3716

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-