Evli Equity Factor Europe B

ISIN: FI4000153820

Categoria Morningstar: Europe Flex-Cap Equity

Società: Evli

Evli Equity Factor Europe invests its assets in a diversified manner in the equities of major European companies. The fund focuses on four academically determined factors: value, low risk, momentum and quality. The fund’s investment policy complies with Evli’s policies for responsible investment, in addition to which the fund excludes from its investments companies that have substantial business in the following areas: weapons, alcohol, tobacco, mining of thermal coal, controversial weapons, gambling and adult entertainment. The fund also excludes companies with lowest ESG rating and companies who have very severe confirmed ESG controversies. The fund’s investment style is active. The fund is not subject to restrictions concerning business area or country within its geographical investment area.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,18 3 anni: 6,04 5 anni: 7,07 Inizio: 6,36 2024: 9,89 2023: 15,19 2022: -15,09 2021: 23,01 2020: -5,18
Rendimento annuo: Categoria 1 anno: 11,60 3 anni: 2,97 5 anni: 6,47 Inizio: - 2024: 8,59 2023: 13,15 2022: -16,51 2021: 21,43 2020: 2,08
Rendimento annuo: Percentile 1 anno: 53,00 3 anni: 30,00 5 anni: 50,00 Inizio:- 2024: 52,00 2023: 33,00 2022: 42,00 2021: 40,00 2020: 80,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,38 3 Sharpe Ratio: 0,33 5 Correlazione: 98,84 Beta: 1,04 Alfa: -3,10 Tracking error: 2,24 Info Ratio: -1,36
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2024-05-22
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2024-05-22