The Scheme’s investment objective is to achieve capital growth over the medium term, which should be considered as a period of 3-5 years, by investing predominantly in the shares of UK companies listed on the London Stock Exchange that are deemed to make a positive contribution to society. Investments in the Scheme will adhere to the Investment Adviser’s ethical and sustainable investment policy. At least 80% of the Scheme will be invested in UK companies which are listed on the London Stock Exchange.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 21,09 3 anni: 8,83 5 anni: 6,76 Inizio: 8,78 2025: 5,62 2024: 13,89 2023: 13,18 2022: -15,54 2021: 30,31
Rendimento annuo: Categoria 1 anno: 20,02 3 anni: 6,85 5 anni: 5,39 Inizio: - 2025: 5,11 2024: 13,71 2023: 10,79 2022: -7,33 2021: 25,76
Rendimento annuo: Percentile 1 anno: 49,00 3 anni: 66,00 5 anni: 9,00 Inizio:- 2025: 35,00 2024: 58,00 2023: 15,00 2022: 87,00 2021: 6,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 84,82 Beta: 0,98 Alfa: -0,62 Tracking error: 6,83 Info Ratio: -0,14
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2025-02-14
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2025-02-14