ERSTE Responsible Stock America VT USD

ISIN: AT0000673371

Categoria Morningstar: US Large-Cap Blend Equity

Società: Erste Asset Management

"ERSTE RESPONSIBLE STOCK AMERICA is a sustainability equity fund that primarily invests in shares of selected companies based or stock exchange listed in North America. The fund's investment process is based on fundamental business analysis. When selecting stocks, high-quality, high-growth companies are used. Investing in shares of companies that are pioneers in terms of ecological, social and governance aspects is the focus of the investment decision. A holistic ESG approach also takes ethical aspects into account. Hedging against foreign currency risks is generally not provided, but is possible."

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 22,45 3 anni: 9,73 5 anni: 14,42 Inizio: 6,85 2024: 9,85 2023: 16,94 2022: -16,27 2021: 36,30 2020: 19,62
Rendimento annuo: Categoria 1 anno: 27,92 3 anni: 12,07 5 anni: 13,84 Inizio: - 2024: 12,64 2023: 20,03 2022: -14,29 2021: 34,61 2020: 8,01
Rendimento annuo: Percentile 1 anno: 78,00 3 anni: 83,00 5 anni: 36,00 Inizio:- 2024: 79,00 2023: 77,00 2022: 76,00 2021: 47,00 2020: 4,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,27 3 Sharpe Ratio: 0,09 5 Correlazione: 94,22 Beta: 0,88 Alfa: -2,31 Tracking error: 5,95 Info Ratio: -0,48
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2024-05-17
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2024-05-17