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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 14,27 3 anni: 5,35 5 anni: 8,89 Inizio: 8,59 2024: 10,84 2023: 13,18 2022: -15,54 2021: 30,31 2020: -2,24
Rendimento annuo: Categoria 1 anno: 13,80 3 anni: 6,91 5 anni: 6,07 Inizio: - 2024: 10,76 2023: 10,79 2022: -7,33 2021: 25,76 2020: -13,95
Rendimento annuo: Percentile 1 anno: 78,00 3 anni: 73,00 5 anni: 4,00 Inizio:- 2024: 73,00 2023: 15,00 2022: 87,00 2021: 6,00 2020: 4,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 78,58 Beta: 0,97 Alfa: -1,66 Tracking error: 8,35 Info Ratio: -0,27
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-07-23
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-07-23