Lyxor Index Fund - Lyxor MSCI EMU ESG Broad CTB (DR) IE

ISIN: LU0326732954

Categoria Morningstar: Eurozone Large-Cap Equity

Società: Amundi

The investment objective of the Sub-Fund is to track both the upward and the downward evolution of the MSCI EMU ESG Broad CTB Select Net Total Return Index (the "Index") denominated in Euro (EUR) and designed to meet the minimum standards of the EU Climate Transition Benchmarks (the “EU CTB”) required under delegated acts supplementing Regulation (EU) 2019/2089 amending Regulation (EU) 2016/1011 (the “Benchmark Regulation”), while minimizing the volatility of the difference between the return of the Sub-Fund and the return of the Index (the “Tracking Error”).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 8,42 3 anni: 7,40 5 anni: 8,76 Inizio: 4,51 2024: 2,95 2023: 18,59 2022: -13,43 2021: 23,15 2020: 0,51
Rendimento annuo: Categoria 1 anno: 11,18 3 anni: 5,25 5 anni: 6,54 Inizio: - 2024: 6,48 2023: 16,95 2022: -13,63 2021: 21,90 2020: -1,69
Rendimento annuo: Percentile 1 anno: 69,00 3 anni: 56,00 5 anni: 43,00 Inizio:- 2024: 82,00 2023: 41,00 2022: 55,00 2021: 39,00 2020: 30,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,31 3 Sharpe Ratio: 0,51 5 Correlazione: 99,36 Beta: 1,02 Alfa: -1,51 Tracking error: 1,88 Info Ratio: -0,78
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-02-15
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Large-Cap Equity. Data: 2024-02-15