The investment objective of the Fund is to achieve long-term capital appreciation by investing in companies which will benefit from meeting the world’s environmental and social challenges. The Fund will seek to achieve its investment objective over a rolling period of any five years, by investing in a portfolio of equity securities quoted and/or traded on Regulated Markets worldwide, and the Fund will invest at least 67% of its assets in these securities.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -3,38 | 3 anni: -2,24 | 5 anni: 2,74 | Inizio: 4,68 | 2023: -2,88 | 2022: -23,03 | 2021: 10,97 | 2020: 18,12 | 2019: 32,96 |
| Rendimento annuo: Categoria | 1 anno: 4,50 | 3 anni: 7,72 | 5 anni: 5,73 | Inizio: - | 2023: 7,19 | 2022: -14,65 | 2021: 22,63 | 2020: 8,20 | 2019: 24,02 |
| Rendimento annuo: Percentile | 1 anno: 75,00 | 3 anni: 94,00 | 5 anni: 76,00 | Inizio:- | 2023: 87,00 | 2022: 80,00 | 2021: 93,00 | 2020: 19,00 | 2019: 11,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 22,70 | 3 Sharpe Ratio: -0,16 | 5 Correlazione: 85,40 | Beta: 1,14 | Alfa: -11,06 | Tracking error: 12,02 | Info Ratio: -0,95 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Flex-Cap Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Global Flex-Cap Equity. Data: 2023-09-20