The Portfolio’s investment objective is implemented by investing substantially all of its assets in companies that contribute to the SDGs, predominantly focussing on companies that contribute to the following SDGs: (i) Gender equality (SDG5); (ii) Industry, innovation and infrastructure (SDG9); (iii) Responsible consumption and production (SDG12); and (iv) Climate action (SDG13).
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 18,28 | 3 anni: 9,03 | 5 anni: 9,53 | Inizio: 11,02 | 2025: 5,73 | 2024: 11,94 | 2023: 24,81 | 2022: -21,99 | 2021: 23,69 |
| Rendimento annuo: Categoria | 1 anno: 22,13 | 3 anni: 7,33 | 5 anni: 9,43 | Inizio: - | 2025: 2,63 | 2024: 20,73 | 2023: 18,79 | 2022: -22,48 | 2021: 22,14 |
| Rendimento annuo: Percentile | 1 anno: 87,00 | 3 anni: 59,00 | 5 anni: 56,00 | Inizio:- | 2025: 87,00 | 2024: 87,00 | 2023: 21,00 | 2022: 55,00 | 2021: 46,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 17,48 | 3 Sharpe Ratio: -0,16 | 5 Correlazione: 93,97 | Beta: 1,02 | Alfa: -4,25 | Tracking error: 6,93 | Info Ratio: -0,66 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2025-01-22
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2025-01-22