Northern Trust North America Custom ESG Equity Index Fund Class F EUR

ISIN: IE00BYV0QT76

Categoria Morningstar: US Large-Cap Blend Equity

Società: Northern Trust

The Fund seeks to closely match the risk and return characteristics of the MSCI North America Custom ESG Index. It is a custom index calculated and screened by MSCI based on Environmental, Social and Government (ESG) criteria selected by Northern Trust which excludes certain companies not considered to meet socially responsible principles. Pursuant to the custom ESG criteria, the following shall be excluded from the Index: i) Companies that are involved in controversies classified as “very severe” in the areas of Environment, Human Rights & Community, Labour Rights & Supply Chain, or Governance ii) Companies that derive any revenue from the production of tobacco, or 5% or more revenue from the distribution of, supply of key products for, or retail of tobacco iii) Companies that manufacture cluster bombs, landmines, nuclear weapons, depleted uranium weapons, biological/chemical weapons, or their related components.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 33,10 3 anni: 13,34 5 anni: 15,76 Inizio: 16,30 2025: 1,57 2024: 32,90 2023: 22,84 2022: -15,10 2021: 36,83
Rendimento annuo: Categoria 1 anno: 23,89 3 anni: 8,27 5 anni: 12,39 Inizio: - 2025: 1,47 2024: 21,01 2023: 24,23 2022: -19,56 2021: 25,11
Rendimento annuo: Percentile 1 anno: 26,00 3 anni: 33,00 5 anni: 16,00 Inizio:- 2025: 26,00 2024: 26,00 2023: 26,00 2022: 64,00 2021: 39,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,80 3 Sharpe Ratio: 0,26 5 Correlazione: 99,96 Beta: 1,01 Alfa: 0,03 Tracking error: 0,56 Info Ratio: 0,10
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2025-01-16
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Blend Equity. Data: 2025-01-16