The Sub-Fund aims to achieve long-term capital growth by primarily gaining exposure to companies located worldwide that are focused on innovation in transportation and related technologies. The Sub-Fund invests primarily (meaning at least 80% of the Sub-Fund's Net Asset Value in equity and equity-related securities (including but not limited to common and preferred stock, American depositary receipts and global depository receipts (collectively “Depositary Receipts”)), of Mobility Innovation Companies located worldwide.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 1,02 3 anni: 8,36 5 anni: 9,66 Inizio: 8,57 2023: 13,10 2022: -29,88 2021: 28,94 2020: 38,98 2019: 31,64
Rendimento annuo: Categoria 1 anno: 9,40 3 anni: 6,39 5 anni: 13,77 Inizio: - 2023: 22,81 2022: -32,03 2021: 22,57 2020: 36,03 2019: 37,82
Rendimento annuo: Percentile 1 anno: 70,00 3 anni: 43,00 5 anni: 61,00 Inizio:- 2023: 75,00 2022: 42,00 2021: 36,00 2020: 34,00 2019: 77,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 25,36 3 Sharpe Ratio: 0,21 5 Correlazione: 88,76 Beta: 0,97 Alfa: -5,21 Tracking error: 11,70 Info Ratio: -0,55
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Technology. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Technology. Data: 2023-09-19