ODDO BHF Algo Sustainable Leaders CRW-EUR

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: DE0007045437

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Oddo BHF AM

The fund invests in European equities. Against this backdrop, the fund’s general investment universe is the STOXX Europe 600. As part of the investment process, the investment universe is restricted to the STOXX Europe Sustainability ex AGTAFA index. This means that the equities added to the fund must come exclusively from this index. At least 90% of fund assets are invested directly or indirectly in equities which belong to this index and are subject to an internal ESG rating. The STOXX Europe Sustainability ex AGTAFA does not include companies from the alcohol, gambling, tobacco, armaments, firearms or adult entertainment industries. Furthermore, the selected equities must comply with the company’s sustainability strategy.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2022 2021 2020 2019 2018
Rendimento annuo: Fondo 1 anno: -14,80 3 anni: 2,19 5 anni: 2,72 Inizio: 4,78 2022: -25,54 2021: 30,69 2020: 1,57 2019: 29,88 2018: -8,80
Rendimento annuo: Categoria 1 anno: -10,61 3 anni: 3,02 5 anni: 2,22 Inizio: - 2022: -17,37 2021: 22,95 2020: -1,25 2019: 24,59 2018: -12,81
Rendimento annuo: Percentile 1 anno: 75,00 3 anni: 59,00 5 anni: 36,00 Inizio:- 2022: 97,00 2021: 3,00 2020: 23,00 2019: 11,00 2018: 11,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,00 3 Sharpe Ratio: 0,56 5 Correlazione: 85,95 Beta: 0,85 Alfa: 0,33 Tracking error: 8,51 Info Ratio: -0,14
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2022-06-23
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2022-06-23