Robeco QI Global Conservative Equities I $

ISIN: LU0714908828

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Robeco

The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world. The Sub-fund will focus on investing in equities that show lower expected volatility than average global equity. Conservative stands for the focus on equity with lower expected volatility.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 19,93 3 anni: 10,12 5 anni: 7,22 Inizio: 10,36 2025: 4,22 2024: 20,65 2023: 5,41 2022: -3,02 2021: 28,31
Rendimento annuo: Categoria 1 anno: 19,60 3 anni: 9,71 5 anni: 9,50 Inizio: - 2025: 3,91 2024: 19,77 2023: 15,45 2022: -14,21 2021: 25,85
Rendimento annuo: Percentile 1 anno: 61,00 3 anni: 55,00 5 anni: 83,00 Inizio:- 2025: 84,00 2024: 49,00 2023: 95,00 2022: 2,00 2021: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,55 3 Sharpe Ratio: 0,15 5 Correlazione: 90,80 Beta: 0,67 Alfa: -1,07 Tracking error: 7,21 Info Ratio: -0,32
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2025-02-06
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2025-02-06