Accueil Zonebourse > Fonds ou OPCVM > Fonds > Merian UK Alpha (IRL) U2 GBP Inc IE00BK0SN042

MERIAN UK ALPHA (IRL) U2 GBP INC

Cours en clôture Fonds - 22/01
11.13	GBP		-2.00%

Synthèse

Partenaires

Stratégie du fonds géré par MERIAN GLOBAL INVESTORS (EUROPE) LIMITED

The objective of the fund is to seek to achieve capital appreciation.

Performances du fonds : Merian UK Alpha (IRL) U2 GBP Inc

Performances Historiques Glissantes au 22-01-2021

	Début d'année	1 mois	3 mois	6 mois	1 an	3 ans	Max
Fonds	+2.45%	+7.08%	+22.92%	+22.59%	-11.62%	-0.43%	+22.1%
Indice	4.22%	6.51%	18.03%	11.95%	-13.58%	-3.67%	-

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Parts du fonds

Nom	1er Jan	3 ans	Notation	Taille	Frais

Merian UK Alpha (IRL) U1 GBP Acc	2.45%	-0.69%		7M GBP	0.68%
Merian UK Alpha (IRL) U1 USD Acc	2.59%	-0.20%		1M USD	0.68%
Merian UK Alpha (IRL) U2 GBP Acc	2.45%	-0.46%		4M GBP	0.6%
Merian UK Alpha (IRL) U2 USD Acc	2.59%	-0.02%		0M USD	0.6%
Merian UK Alpha (IRL) R GBP Acc	2.44%	-0.97%		0M GBP	0.75%
Merian UK Alpha (IRL) I USD Acc	2.58%	-0.64%		1M USD	0.75%
Merian UK Alpha (IRL) A GBP Acc	2.40%	-3.16%		0M GBP	1.5%
Merian UK Alpha (IRL) A USD Acc	2.54%	-2.78%		0M USD	1.5%
Merian UK Alpha (IRL) I EUR Acc	2.85%	-0.85%		0M EUR	0.75%
Merian UK Alpha (IRL) A EUR Acc	2.81%	-2.85%		0M EUR	1.5%

Autres fonds de la catégorie: Actions Royaume-Uni Gdes Cap. Mixte

Nom	1er Jan	3 ans	Notation	Taille

Amundi ETF MSCI UK A/I	5.18%	-6.23%	NC	29 M EUR
Amundi MSCI UK IMI SRI ETF DR EUR	3.38%	-5.80%	NC	14 M EUR
Aviva Investors Britannia C	3.86%	-3.23%	NC	4 M EUR
Aviva Investors Britannia D	3.86%	-3.23%	NC	34 M EUR
Baillie Gifford WW UK Eq Alp B EUR Acc	4.76%	0.00%	NC	0 M EUR
BGF United Kingdom A2 EUR	4.58%	16.54%	NC	73 M EUR
BGF United Kingdom C2 EUR	4.51%	12.25%	NC	2 M EUR
BGF United Kingdom D2 EUR	4.64%	19.19%	NC	17 M EUR
BGF United Kingdom E2 EUR	4.56%	14.80%	NC	17 M EUR
BGF United Kingdom X2 EUR	4.70%	22.85%	NC	21 M EUR

Plus de fonds

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Gestion

Société de gestion	Merian Global Investors (Europe) Limited
Date de création	13-10-2014

Gérant	Depuis
Richard Buxton	18-12-2013

Description

Notation Morningstar
PEA	NON
PEA PME	NON
Date de création	13-10-2014
Devise	GBP
Structure Juridique	Open Ended Investment Company
Catégorie Morningstar	Actions Royaume-Uni Gdes Cap. Mixte
Zone d'investissement	Royaume-Uni
Benchmark	FTSE AllSh TR GBP 100%
Actifs nets de la part	7 M GBP au 31-12-2020
Fréquence des VL	Quotidienne
Dépositaire et conservateur	Citi Depositary Services Ireland Designa
Commisaire aux comptes	KPMG

Volatilité au 31-12-2020

Ecart-type 3 ans	23.5%
Ratio de Sharpe 3 ans	0.12
Performance moyenne 3 ans	-0.43%