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: 13,20 | 3 anni: 0,86 | 5 anni: 4,76 | Inizio: 6,17 | 2024: 5,29 | 2023: 11,58 | 2022: -19,00 | 2021: 14,95 | 2020: 6,02 |
| Rendimento annuo: Categoria | 1 anno: 11,68 | 3 anni: 2,31 | 5 anni: 4,93 | Inizio: - | 2024: 4,34 | 2023: 10,91 | 2022: -14,42 | 2021: 16,02 | 2020: 4,01 |
| Rendimento annuo: Percentile | 1 anno: 41,00 | 3 anni: 73,00 | 5 anni: 54,00 | Inizio:- | 2024: 35,00 | 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: 11,20 | 3 Sharpe Ratio: 0,14 | 5 Correlazione: 96,25 | Beta: 0,94 | Alfa: -4,75 | Tracking error: 3,08 | Info Ratio: -1,74 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-04-24
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-04-24