YHD - Delayed Quote • EUR
Mediolanum Challenge Technology Equity Fund (IE0004621052.IR)
At close: June 28 at 6:07 PM EDT
Fund Summary
The investment objective of Challenge Technology Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading hi-tech or sector related stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund´s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Global Information Technology Index and the MSCI Global Telecommunication Index. The Sub-Fund will be managed to perform closely in line with those Indices.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.11% |
| Worst 1Y Total Return | -47.29% |
| Number of Years Up | 10 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| IE0004621052.IR | Category Average | IE0004621052.IR | Category Average | IE0004621052.IR | Category Average | |
| Alpha | -5.02 | -0.03 | -4.28 | -0.02 | -2.8 | -0.02 |
| BETA | 0.98 | 0.01 | 0.97 | 0.01 | 0.91 | 0.01 |
| Mean Annual Return | 0.62 | 0.01 | 0.47 | 0.01 | 0.39 | 0.01 |
| R-squared | 99.16 | 0.76 | 98.36 | 0.75 | 96.63 | 0.8 |
| Standard Deviation | 13.4 | 0.15 | 14.07 | 0.14 | 16.97 | 0.2 |
| Sharpe Ratio | 0.55 | 0.01 | 0.4 | 0.01 | 0.22 | 0 |
| Treynor Ratio | 6.83 | 0.1 | 4.88 | 0.11 | 2.48 | 0.06 |
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