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 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 12,65 3 anni: 8,43 5 anni: 6,81 Inizio: 9,66 2024: 8,93 2023: 5,41 2022: -3,02 2021: 28,31 2020: -10,61
Rendimento annuo: Categoria 1 anno: 17,11 3 anni: 7,38 5 anni: 10,25 Inizio: - 2024: 12,10 2023: 15,45 2022: -14,21 2021: 25,85 2020: 4,68
Rendimento annuo: Percentile 1 anno: 84,00 3 anni: 38,00 5 anni: 87,00 Inizio:- 2024: 77,00 2023: 95,00 2022: 2,00 2021: 41,00 2020: 98,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 91,40 Beta: 0,67 Alfa: -0,41 Tracking error: 7,33 Info Ratio: -0,12
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-14
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-06-14