WCM Select Global Growth Equity Fund S2/A (GBP)/ LU2312270593 /
| NAV08/01/2025 | Diferencia+2.9500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 172.3200GBP | +1.74% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -0.97 | 1.56 | -9.08 | -6.49 | -3.65 | 13.74 | -0.75 | -7.37 | 2.08 | 0.00 | -7.20 | -13.94% |
| 2023 | 6.50 | -2.02 | 0.37 | -2.23 | 7.27 | 2.68 | 1.02 | -4.68 | -0.91 | -3.73 | 6.33 | 8.82 | +19.87% |
| 2024 | 2.66 | 9.37 | 4.46 | -4.31 | 4.96 | 2.86 | -2.13 | 4.45 | 3.45 | 8.40 | 17.70 | -2.26 | - |
| 2025 | 4.54 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 18.78% | 21.54% | 18.63% | -% | -% |
| Índice de Sharpe | 34.97 | 3.94 | 3.56 | - | - |
| El mes mejor | +4.54% | +17.70% | +17.70% | +17.70% | - |
| El mes peor | -2.26% | -2.26% | -4.31% | -9.08% | - |
| Pérdida máxima | -1.31% | -10.69% | -10.69% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 157.4100 | +63.66% | +57.41% | |
| WCM Select Global Growth Equity ... | reinvestment | 172.3200 | +69.09% | +72.32% | |
| WCM Select Global Growth Equity ... | reinvestment | 137.7500 | +62.61% | +34.53% | |
| WCM Select Global Growth Equity ... | reinvestment | 140.7200 | +62.78% | +34.97% | |
| WCM Select Global Growth Equity ... | reinvestment | 102.5400 | +59.87% | +23.78% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.7500 | +61.32% | +31.39% | |
| WCM Select Global Growth Equity ... | reinvestment | 134.3800 | +60.78% | +30.02% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.0400 | +61.97% | +32.96% | |
| WCM Select Global Growth Equity ... | reinvestment | 142.0800 | +68.18% | +48.32% | |
| WCM Select Global Growth Equity ... | reinvestment | 125.5800 | +72.50% | +46.11% | |
| WCM Select Global Growth Equity ... | reinvestment | 166.3400 | +66.34% | - |
Performance
| Año hasta la fecha | +4.54% | ||
|---|---|---|---|
| 6 Meses | +37.38% | ||
| Promedio móvil | +69.09% | ||
| 3 Años | +72.32% | ||
| 5 Años | - | ||
| Desde el principio | +72.32% | ||
| Año | |||
| 2023 | +19.87% | ||
| 2022 | -13.94% | ||