Osmosis Resource Efficient European Equities Fund Class A

- -Buona relazione rischio/rendimento
ISIN: IE00B75KPV92
Categoria Morningstar: Europe Large-Cap Blend Equity
Società:
ISIN: IE00B75KPV92
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 | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 1,04 | 3 anni: 19,13 | 5 anni: 8,85 | Inizio: 9,73 | 2023: 5,64 | 2022: -7,95 | 2021: 27,12 | 2020: 2,98 | 2019: 25,72 |
Rendimento annuo: Categoria | 1 anno: -1,45 | 3 anni: 16,30 | 5 anni: 5,20 | Inizio: - | 2023: 5,31 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 | 2019: 24,59 |
Rendimento annuo: Percentile | 1 anno: 20,00 | 3 anni: - | 5 anni: - | Inizio:- | 2023: 73,00 | 2022: 10,00 | 2021: - | 2020: 64,00 | 2019: 59,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,26 | 3 Sharpe Ratio: 0,80 | 5 Correlazione: 95,91 | Beta: 0,86 | Alfa: 3,37 | Tracking error: 5,24 | Info Ratio: 0,45 |