GreenEffects NAI-Wertefonds Acc
ISIN: IE0005895655
Categoria Morningstar: Sector Equity Ecology
Società: GreenEffects Investment PLC
The investment objective of the Fund is to achieve long term capital appreciation through investment in ethically and ecologically oriented and socially sustainable stocks. The Fund seeks to provide investors with a vehicle through which they can invest in projects and companies with a long term commitment to supporting the environment and socially just production and work methods.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 4,69 | 3 anni: -1,61 | 5 anni: 10,81 | Inizio: 5,64 | 2024: -2,48 | 2023: 13,94 | 2022: -19,70 | 2021: 19,78 | 2020: 42,74 |
| Rendimento annuo: Categoria | 1 anno: 0,53 | 3 anni: -3,61 | 5 anni: 6,55 | Inizio: - | 2024: -1,30 | 2023: 11,12 | 2022: -22,66 | 2021: 13,97 | 2020: 32,97 |
| Rendimento annuo: Percentile | 1 anno: 47,00 | 3 anni: 67,00 | 5 anni: 17,00 | Inizio:- | 2024: 74,00 | 2023: 22,00 | 2022: 67,00 | 2021: 65,00 | 2020: 8,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,07 | 3 Sharpe Ratio: -0,16 | 5 Correlazione: 92,01 | Beta: 1,18 | Alfa: -8,51 | Tracking error: 8,69 | Info Ratio: -0,99 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-18