This theme-based SICAV invests in growth stocks in the eurozone related to developing the silver economy. The portfolio, which is mainly invested in the healthcare industry, is also exposed to companies that benefit from increased life expectancy (leisure, tourism, and enhanced quality of life). The SICAV is composed of equities that have been filtered through a strict stock-picking process and is invested in companies of all sizes. 40% to 80% of the SICAV's assets is invested in large caps, whereas 20% to 60% is invested in small caps.- Equities: 75-100% of the net assets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 7,98 3 anni: 1,37 5 anni: 6,44 Inizio: 8,36 2024: 6,66 2023: 9,30 2022: -19,65 2021: 22,75 2020: 8,33
Rendimento annuo: Categoria 1 anno: 3,92 3 anni: -3,10 5 anni: 7,27 Inizio: - 2024: 3,31 2023: 2,67 2022: -15,33 2021: 8,43 2020: 21,22
Rendimento annuo: Percentile 1 anno: 43,00 3 anni: 61,00 5 anni: 71,00 Inizio:- 2024: 53,00 2023: 4,00 2022: 84,00 2021: 42,00 2020: 47,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 89,26 Beta: 1,15 Alfa: -5,56 Tracking error: 8,45 Info Ratio: -0,72
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-06-10
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-06-10