Osmosis Resource Efficient European Equities Fund Class B

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00B6YR6000

Categoria Morningstar: Europe Large-Cap Blend Equity

Società:

The investment objective of the Fund is to provide investors with capital appreciation over the medium to long term through exposure to resource efficient public companies. Resource efficient public companies are those companies which use less fossil-fuel based energy per unit of revenue than their sector peers, purchase less water per unit of revenue than their sector peers and create less landfill waste, incinerated waste, recycled waste per unit of revenue than their sector peers (as determined by the MoRE Model).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 2,84 3 anni: 6,08 5 anni: 8,29 Inizio: 9,48 2024: 1,54 2023: 12,01 2022: -8,01 2021: 26,92 2020: 2,83
Rendimento annuo: Categoria 1 anno: 8,31 3 anni: 5,64 5 anni: 6,70 Inizio: - 2024: 4,54 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 92,00 3 anni: 44,00 5 anni: - Inizio:- 2024: 93,00 2023: 76,00 2022: 10,00 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,93 3 Sharpe Ratio: 0,54 5 Correlazione: 97,51 Beta: 1,00 Alfa: -1,14 Tracking error: 3,08 Info Ratio: -0,42
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18