UniRak Nachhaltig A

ISIN: LU0718558488

Categoria Morningstar: EUR Aggressive Allocation - Global

Società: Union Investment

The aim of the fund is to enable investors to participate, over the medium and longer term, in the increase in value of securities classified as sustainable on the basis of ethical, social and ecological criteria. The Fund assets are mainly invested in international shares, equity-related securities and from issuers worldwide, including from the emerging markets, issued as fixed and variable interestbearing securities, including zero bonds.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 15,15 3 anni: 2,19 5 anni: 5,41 Inizio: 6,49 2024: 10,12 2023: 11,58 2022: -19,00 2021: 14,95 2020: 6,02
Rendimento annuo: Categoria 1 anno: 13,33 3 anni: 3,03 5 anni: 5,89 Inizio: - 2024: 8,94 2023: 10,91 2022: -14,42 2021: 16,02 2020: 4,01
Rendimento annuo: Percentile 1 anno: 37,00 3 anni: 65,00 5 anni: 59,00 Inizio:- 2024: 31,00 2023: 43,00 2022: 85,00 2021: 58,00 2020: 32,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,29 3 Sharpe Ratio: 0,10 5 Correlazione: 96,35 Beta: 0,94 Alfa: -4,43 Tracking error: 3,07 Info Ratio: -1,61
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2024-06-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2024-06-19