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

-8.14 %

1 Year rank in sector

471/471

Sector

FO Equity - International

Yield
-
Fund size
-
FE Risk score

118

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-3.43 %-6.73 %-7.3 %26.57 %47.42 %
Sector0.36 %8.88 %15.12 %21.7 %64.02 %
Rank within sector494 / 500490 / 490471 / 471155 / 380260 / 292
Quartile th4 th4 th4 th2 nd4 th

Calendar performance

YTD-20172016201520142013
Fund-6.71 %0.4 %16.89 %26.83 %13.05 %
Sector10.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector489 / 489386 / 4489 / 3996 / 357285 / 314
Quartile th4 th4 th1 st1 st4 th

Risk statistics

Alpha5.88
Beta0.54
Sharpe0.43
Volatility12.15
Tracking error11.77
Information ratio0.21
R-Squared0.17

Price movement

52 week high137.0822
52 week low123.5195
Current bid price0
Current offer price0
Current mid price125.944

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-