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

-6.89 %

1 Year rank in sector

471/471

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-0.25 %-2.58 %-6.89 %17.76 %48.56 %
Sector1.95 %4.68 %14.42 %20.6 %55.76 %
Rank within sector415 / 502452 / 492471 / 471234 / 374207 / 286
Quartile th4 th4 th4 th3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund-8.55 %0.4 %16.89 %26.83 %13.05 %
Sector10.85 %7.94 %0.71 %5.96 %21.26 %
Rank within sector485 / 485383 / 44110 / 3916 / 345275 / 302
Quartile th4 th4 th1 st1 st4 th

Risk statistics

Alpha3.45
Beta0.53
Sharpe0.23
Volatility11.97
Tracking error11.68
Information ratio0.01
R-Squared0.16

Price movement

52 week high137.0822
52 week low122.2534
Current bid price0
Current offer price0
Current mid price123.4609

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-