The Sub-fund has as its sustainable investment objective to finance solutions supporting the paradigm shift to a circular economy where resources are kept in use for as long as possible, the maximum value is extracted from them whilst in use, and products and materials are then recovered and regenerated at the end of each service. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Zero Hunger (SDG 2), Good health and well-being (SDG 3), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Responsible consumption and production (SDG 12). In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth.
| Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rentabilidad anual: Fondo | 1 año: 30,96 | 3 años: 7,16 | 5 años: - | Inicio: 12,42 | 2024: 24,95 | 2023: 16,97 | 2022: -19,40 | 2021: 28,96 | 2020: - |
| Rentabilidad anual: Categoría | 1 año: 14,15 | 3 años: -1,71 | 5 años: 6,53 | Inicio: - | 2024: 7,00 | 2023: 11,12 | 2022: -22,66 | 2021: 13,97 | 2020: 32,97 |
| Rentabilidad anual: Percentil | 1 año: 3,00 | 3 años: 13,00 | 5 años: - | Inicio:- | 2024: 9,00 | 2023: 11,00 | 2022: 65,00 | 2021: 21,00 | 2020: - |
| Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Riesgo: 3 años | 1 Volatilidad: 15,62 | 3 Ratio Sharpe: 0,06 | 5 Correlación: 93,67 | Beta: 1,04 | Alfa: -3,17 | Tracking error: 6,37 | Info Ratio: -0,54 |
Fuente: Morningstar.
Datos en euros.
Categoría: Sector Equity Ecology. Fecha: 2024-12-05
Fuente: Morningstar.
Datos en euros.
Categoría: Sector Equity Ecology. Fecha: 2024-12-05