ABN AMRO Funds - EdenTree European Sustainable Equities A EUR Capitalisation
ISIN: LU1481504865
Categoría Morningstar: Europe Large-Cap Value Equity
Empresa: Abn Amro Investment Solutions
ISIN: LU1481504865
Categoría Morningstar: Europe Large-Cap Value Equity
Empresa: Abn Amro Investment Solutions
To provide long-term capital appreciation with a diversified and actively managed portfolio of European sustainable equities, without any specific restriction on tracking error. The sub-fund uses a combination of financial and non-financial indicators to identify securities which meet the overall sustainability criteria applied by the External Investment Manager. The sub-fund will be composed by issuers exposed to four long-term sustainable themes such as (i) “Education, (ii) “Health & Wellbeing”, (iii) “Social Infrastructure” and (iv) “Sustainable Solutions”. The sustainable investment objective of the sub-fund is to be aligned with the Paris Agreement, where world governments committed to curbing global temperature rise to below 2°C above pre-industrial levels. In addition, as part of its social sustainable investment objective, the sub-fund invests in companies contributing positively to social solutions.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2025 | 2024 | 2023 | 2022 | 2021 |
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Rentabilidad anual: Fondo | 1 año: 8,50 | 3 años: 5,49 | 5 años: 13,47 | Inicio: 5,45 | 2025: 2,33 | 2024: 8,34 | 2023: 13,20 | 2022: -8,21 | 2021: 24,38 |
Rentabilidad anual: Categoría | 1 año: 5,22 | 3 años: 6,76 | 5 años: 12,99 | Inicio: - | 2025: 1,57 | 2024: 7,50 | 2023: 15,07 | 2022: -7,88 | 2021: 22,79 |
Rentabilidad anual: Percentil | 1 año: 54,00 | 3 años: 67,00 | 5 años: 48,00 | Inicio:- | 2025: 59,00 | 2024: 45,00 | 2023: 74,00 | 2022: 61,00 | 2021: 38,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
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Riesgo: 3 años | 1 Volatilidad: 14,82 | 3 Ratio Sharpe: 0,41 | 5 Correlación: 95,72 | Beta: 1,07 | Alfa: -3,72 | Tracking error: 4,36 | Info Ratio: -0,83 |