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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 4,84 | 3 anni: -4,02 | 5 anni: 3,98 | Inizio: 5,99 | 2024: 2,05 | 2023: 5,76 | 2022: -23,03 | 2021: 10,97 | 2020: 18,12 |
| Rendimento annuo: Categoria | 1 anno: 11,01 | 3 anni: 2,13 | 5 anni: 7,09 | Inizio: - | 2024: 3,38 | 2023: 12,09 | 2022: -14,65 | 2021: 22,63 | 2020: 8,20 |
| Rendimento annuo: Percentile | 1 anno: 71,00 | 3 anni: 89,00 | 5 anni: 84,00 | Inizio:- | 2024: 51,00 | 2023: 85,00 | 2022: 80,00 | 2021: 93,00 | 2020: 19,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 22,49 | 3 Sharpe Ratio: -0,21 | 5 Correlazione: 89,72 | Beta: 1,36 | Alfa: -10,44 | Tracking error: 12,57 | Info Ratio: -0,85 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Flex-Cap Equity. Data: 2024-04-22
Fonte: Morningstar.
Dati in euros.
Categoria: Global Flex-Cap Equity. Data: 2024-04-22