RobecoSAM Global SDG Equities I EUR

ISIN: LU2145460783

Categoría Morningstar: Global Large-Cap Blend Equity

Empresa: Robeco

The Sub-fund has as its sustainable investment objective to advance the United Nations Sustainable Development Goals (UN SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs. In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world, which includes companies incorporated or having the major part of their business activities in mature economies (developed markets) as well as in developing economies (emerging markets) and exhibiting a high level of sustainability and which present a positive influence on the United Nations Sustainable Development Goals.

Rentabilidad anual 1 año 3 años 5 años Inicio 2024 2023 2022 2021 2020
Rentabilidad anual: Fondo 1 año: 19,58 3 años: 7,53 5 años: 9,36 Inicio: 9,68 2024: 9,15 2023: 13,61 2022: -13,08 2021: 25,51 2020: 4,90
Rentabilidad anual: Categoría 1 año: 15,68 3 años: 2,36 5 años: 7,79 Inicio: - 2024: 3,75 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rentabilidad anual: Percentil 1 año: 50,00 3 años: 44,00 5 años: 50,00 Inicio:- 2024: 28,00 2023: 67,00 2022: 41,00 2021: 57,00 2020: 53,00
Riesgo Volatilidad Ratio Sharpe Correlación Beta Alfa Tracking error Info Ratio
Riesgo: 3 años 1 Volatilidad: 12,20 3 Ratio Sharpe: 0,21 5 Correlación: 97,59 Beta: 0,91 Alfa: -0,79 Tracking error: 3,64 Info Ratio: -0,31
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2024-04-25
Fuente: Morningstar. Datos en euros. Categoría: Global Large-Cap Blend Equity. Fecha: 2024-04-25