Maj Invest Global Value Equities C EURRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 29/02/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | -5,7 | 31,1 | -20,9 | 21,0 | 9,0 | |
+/-Cat | -10,4 | 5,2 | -6,7 | 5,5 | 2,8 | |
+/-Ind | -12,0 | 3,5 | -8,2 | 3,0 | 1,9 | |
Categoría: RV Global Cap. Grande Blend | ||||||
Benchmark de la Categoría: Morningstar Gbl TME NR USD |
Estadística Rápida | ||
VL 15/03/2024 | EUR 146,54 | |
Cambio del día | -0,29% | |
Categoría Morningstar™ | RV Global Cap. Grande Blend | |
ISIN | LU1650063990 | |
Patrimonio (Mil) 15/03/2024 | USD 784,05 | |
Patrimonio Clase (Mil) 15/03/2024 | EUR 12,28 | |
Comisión Máx. Suscripción | - | |
Gastos Corrientes 01/03/2024 | 1,00% |
Morningstar Research |
Analyst Report | 07/12/2023 Jeffrey Schumacher, Director Morningstar, Inc |
Maj Invest Global Value Equities is run by a talented but compact team of portfolio managers who follow a well-structured and consistently applied process, yet their high-conviction approach carries significant risks. With People and Process... | |
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Pilares Morningstar | |
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Personal | 24 |
Firma Gestora | 24 |
Proceso | 24 |
Performance | |
Precio |
Objetivo de inversión: Maj Invest Global Value Equities C EUR |
The Sub-Fund I’s investment objective is to seek to outperform the benchmark (MSCI World Index (Bloomberg ticker: NDDUWI)) including net dividend over a long term period. The Sub-Fund I is actively managed. The Sub-Fund I follows a value based approach, taking into consideration the market position and long-term fundamentals of a potential company prior to investment, based on the strategy of selecting companies that analysis indicates the market has undervalued. |
Returns | |||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Ulrik Jensen 03/12/2014 | ||
Rasmus Pedersen 21/02/2019 | ||
Click here to see others | ||
Creación del fondo 20/06/2018 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI World NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Maj Invest Global Value Equities C EUR | 31/12/2023 |
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5 mayores posic. | Sector | % |
The Goldman Sachs Group Inc | Servicios Financieros | 5,21 |
The Cigna Group | Salud | 5,15 |
CSX Corp | Industria | 5,00 |
Meta Platforms Inc Class A | Servicios de Comunicación | 4,95 |
American Express Co | Servicios Financieros | 4,58 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Maj Invest Global Value Equities C EUR |