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 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
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-09-20
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2023-09-20