2 Degree Global Equity Fund Z GBP/ LU2332865323 /
| NAV2024-04-15 | Chg.-1.2000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 133.5100GBP | -0.89% | reinvestment | Equity Worldwide | Allspring Gl.Inv. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -2.25 | 3.82 | -3.23 | 1.71 | -6.41 | 6.63 | -0.12 | -6.16 | 5.40 | 4.06 | -4.56 | -0.28% |
| 2023 | 5.40 | 0.50 | 0.39 | -1.33 | 0.85 | 4.30 | 2.66 | -1.10 | 0.37 | -3.10 | 5.04 | 5.21 | +20.43% |
| 2024 | 3.05 | 6.56 | 3.67 | -2.77 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.22% | 10.98% | 10.81% | -% | -% |
| Sharpe ratio | 3.47 | 3.12 | 1.93 | - | - |
| Best month | +6.56% | +6.56% | +6.56% | +6.63% | - |
| Worst month | -2.77% | -3.10% | -3.10% | -6.41% | - |
| Maximum loss | -3.07% | -5.23% | -5.75% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 2 Degree Global Equity Fund A US... | reinvestment | 120.1300 | +24.67% | - | |
| 2 Degree Global Equity Fund I EU... | reinvestment | 113.7200 | +22.82% | - | |
| 2 Degree Global Equity Fund I GB... | reinvestment | 136.2300 | +27.20% | - | |
| 2 Degree Global Equity Fund I US... | reinvestment | 121.9400 | +25.35% | - | |
| 2 Degree Global Equity Fund Z GB... | reinvestment | 133.5100 | +24.66% | - | |
| 2 Degree Global Equity Fund Z US... | reinvestment | 121.9400 | +25.36% | - |
Performance
| YTD | +10.69% | ||
|---|---|---|---|
| 6 Months | +17.38% | ||
| 1 Year | +24.66% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +32.93% | ||
| Year | |||
| 2023 | +20.43% | ||
| 2022 | -0.28% | ||
