ERSTE Responsible Stock Global EUR I01 VT

ISIN: AT0000A23A38

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Erste Asset Management

ERSTE RESPONSIBLE STOCK GLOBAL is a sustainable equity fund that primarily invests worldwide in shares of selected companies in the developed markets. 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 at the forefront 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: 20,04 3 anni: 6,58 5 anni: 12,30 Inizio: 11,73 2024: 12,28 2023: 15,41 2022: -16,41 2021: 31,82 2020: 15,47
Rendimento annuo: Categoria 1 anno: 27,28 3 anni: 5,63 5 anni: 10,04 Inizio: - 2024: 15,06 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 59,00 3 anni: 59,00 5 anni: 20,00 Inizio:- 2024: 67,00 2023: 55,00 2022: 72,00 2021: 17,00 2020: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,23 3 Sharpe Ratio: 0,12 5 Correlazione: 94,30 Beta: 0,96 Alfa: -2,44 Tracking error: 5,58 Info Ratio: -0,51
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-10-02