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 Manager’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: 9,23 3 anni: 6,32 5 anni: 8,39 Inizio: 8,38 2024: 4,42 2023: 13,18 2022: -15,54 2021: 30,31 2020: -2,24
Rendimento annuo: Categoria 1 anno: 7,15 3 anni: 5,87 5 anni: 4,31 Inizio: - 2024: 3,60 2023: 10,79 2022: -7,33 2021: 25,76 2020: -13,95
Rendimento annuo: Percentile 1 anno: 6,00 3 anni: 32,00 5 anni: 2,00 Inizio:- 2024: 5,00 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: 15,96 3 Sharpe Ratio: 0,48 5 Correlazione: 80,31 Beta: 1,00 Alfa: 0,20 Tracking error: 8,18 Info Ratio: -0,02
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-04-23
Fonte: Morningstar. Dati in euros. Categoria: UK Large-Cap Equity. Data: 2024-04-23