ERSTE Responsible Stock Global EUR I01 VT
ISIN: AT0000A23A38
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Erste Asset Management
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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 4,90 | 3 anni: 10,52 | 5 anni: 10,75 | Inizio: 10,75 | 2023: 10,57 | 2022: -16,41 | 2021: 31,82 | 2020: 15,47 | 2019: 33,01 |
Rendimento annuo: Categoria | 1 anno: 14,64 | 3 anni: 5,75 | 5 anni: 5,50 | Inizio: - | 2023: 11,03 | 2022: -19,49 | 2021: 16,97 | 2020: 14,11 | 2019: 23,81 |
Rendimento annuo: Percentile | 1 anno: 71,00 | 3 anni: 42,00 | 5 anni: - | Inizio:- | 2023: 46,00 | 2022: 72,00 | 2021: 17,00 | 2020: 6,00 | 2019: 5,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,55 | 3 Sharpe Ratio: 0,35 | 5 Correlazione: 95,21 | Beta: 0,93 | Alfa: -0,28 | Tracking error: 5,20 | Info Ratio: -0,14 |