ABN AMRO Funds - EdenTree European Sustainable Equities A EUR Capitalisation

- -Buena relación rentabilidad/riesgo
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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 14,28 | 3 años: 11,94 | 5 años: 5,06 | Inicio: 4,50 | 2023: 8,63 | 2022: -8,21 | 2021: 24,38 | 2020: -2,90 | 2019: 20,18 |
Rentabilidad anual: Categoría | 1 año: 17,90 | 3 años: 12,27 | 5 años: 4,28 | Inicio: - | 2023: 11,35 | 2022: -7,88 | 2021: 22,79 | 2020: -7,79 | 2019: 20,75 |
Rentabilidad anual: Percentil | 1 año: 51,00 | 3 años: 52,00 | 5 años: 38,00 | Inicio:- | 2023: 80,00 | 2022: 61,00 | 2021: 38,00 | 2020: 12,00 | 2019: 85,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 17,02 | 3 Ratio Sharpe: 0,73 | 5 Correlación: 96,62 | Beta: 0,92 | Alfa: -0,63 | Tracking error: 4,59 | Info Ratio: -0,38 |