The Sub-fund has as its sustainable investment objective to foster solutions to reduce resource intensity in the economy, by investing in more efficient, scalable materials that have lower emissions over the lifetime. It includes recycling and reuse of materials as well as efficient production and design of products and related use of materials. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Affordable and Clean Energy goal (SDG 7), 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) as well as Climate Action (SDG 13). In addition to pursuing the sustainable investment objective, the Subfund at the same time aims to provide long term capital growth.
| Rentabilidad anual |
1 año |
3 años |
5 años |
Inicio |
2022 |
2021 |
2020 |
2019 |
2018 |
| Rentabilidad anual: Fondo |
1 año: -15,72 |
3 años: 6,66 |
5 años: 4,52 |
Inicio: 5,89 |
2022: -21,80 |
2021: 24,44 |
2020: 18,53 |
2019: 17,95 |
2018: -17,90 |
| Rentabilidad anual: Categoría |
1 año: -18,40 |
3 años: 4,96 |
5 años: 5,25 |
Inicio: -
| 2022: -20,61 |
2021: 17,69 |
2020: 16,24 |
2019: 26,05 |
2018: -16,67 |
| Rentabilidad anual: Percentil |
1 año: 69,00 |
3 años: 49,00 |
5 años: 62,00 |
Inicio:-
| 2022: 68,00 |
2021: 73,00 |
2020: 4,00 |
2019: 96,00 |
2018: 94,00 |
| Riesgo |
Volatilidad |
Ratio Sharpe |
Correlación |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Riesgo: 3 años |
1 Volatilidad: 19,18 |
3 Ratio Sharpe: 0,57 |
5 Correlación: 90,40 |
Beta: 0,97 |
Alfa: -3,00 |
Tracking error: 9,54 |
Info Ratio: -0,45 |
Fuente: Morningstar.
Datos en euros.
Categoría: Sector Equity Industrial Materials. Fecha: 2022-06-23
Fuente: Morningstar.
Datos en euros.
Categoría: Sector Equity Industrial Materials. Fecha: 2022-06-23
