Zurich Investments Global Growth Share
GROWTH OF $10,000
DISCRETE PERFORMANCE
RATIO INFORMATION
| 1 yr | 3 yr | |
|---|---|---|
| Volatility | 13.62 | 12.23 |
| Alpha | 4.67 | 5.60 |
| Beta | 0.95 | 1.02 |
| Sharpe | 0.81 | 1.03 |
| Info Ratio | 0.99 | 1.57 |
| R2 | 0.91 | 0.91 |
| Quartiles | 1 2 3 4 | |
TOP HOLDINGS (31/01/2021)
| Rank | Largest Holdings | % |
|---|---|---|
| 1 | ALPHABET INC | 4.17 |
| 2 | AMAZON.COM INC | 4.05 |
| 3 | EQUINIX INC | 2.02 |
| 4 | TEXAS INSTRUMENTS INC | 2.02 |
| 5 | VISA INC | 1.99 |
| 6 | AIA GROUP LTD | 1.82 |
| 7 | NXP SEMICONDUCTORS NV | 1.76 |
| 8 | SCHWAB (CHARLES) CORP | 1.76 |
| 9 | AMERICAN EXPRESS CO | 1.74 |
| 10 | APTIV PLC | 1.69 |
ASSET CLASS BREAKDOWN (31/01/2021)
REGION BREAKDOWN (31/01/2021)
RELEVANT ARTICLES
The travel stock opportunities beyond airlines
Both AMP and American Century are backing the travel sector for recovery and are eyeing areas such as leisure and aircraft engineering.30
Years of industry
experience
experience
Over 1
Billion dollars
raised
raised
125
Projects
delivered
delivered
90%
Clients have
recommended
recommended
