BNP Paribas Funds Sustainable US Multi-Factor Equity Classic Acc
ISIN: LU1956163023
Categoría Morningstar: US Large-Cap Blend Equity
Empresa: BNP Paribas Asset Management
ISIN: LU1956163023
Categoría Morningstar: US Large-Cap Blend Equity
Empresa: BNP Paribas Asset Management
The implemented strategy aims at increasing the value of a portfolio of US equities, issued primarily by socially responsible companies, over the medium term using a systematic security selection approach combining several factor styles. At all times, this sub-fund invests at least 75% of its assets in equities and/or equity equivalent securities issued by companies that have their registered offices or conduct the majority of their business activities in the United States of America. The remaining portion, namely a maximum of 25% of its assets, may be invested in other equities, debt securities and money market instruments, provided that investments in debt securities of any kind do not exceed 15% of its assets, and up to 10% of its assets may be invested in UCITS or UCIs.
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2023 | 2022 | 2021 | 2020 | 2019 |
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Rentabilidad anual: Fondo | 1 año: 3,99 | 3 años: 13,96 | 5 años: 8,97 | Inicio: 8,90 | 2023: 8,01 | 2022: -9,29 | 2021: 41,53 | 2020: -3,40 | 2019: 28,93 |
Rentabilidad anual: Categoría | 1 año: 7,12 | 3 años: 13,48 | 5 años: 10,72 | Inicio: - | 2023: 14,37 | 2022: -14,29 | 2021: 34,61 | 2020: 8,01 | 2019: 30,73 |
Rentabilidad anual: Percentil | 1 año: 77,00 | 3 años: 44,00 | 5 años: 76,00 | Inicio:- | 2023: 90,00 | 2022: 10,00 | 2021: 5,00 | 2020: 95,00 | 2019: 72,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
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Riesgo: 3 años | 1 Volatilidad: 17,76 | 3 Ratio Sharpe: 0,48 | 5 Correlación: 96,08 | Beta: 0,95 | Alfa: -0,19 | Tracking error: 5,01 | Info Ratio: -0,13 |