The objective of the Sub-Fund is to seek long-term capital growth by investing in equities and equity-linked instruments through the world’s major equity markets while promoting, amongst others, ESG characteristics in compliance with Article 8 of SFDR. However, the Sub-Fund does not have sustainable investment as its objective (within the meaning of article 9 of SFDR). The Sub-Fund seeks to outperform, over the long term, the index: MSCI WORLD Net Return EUR (MSCI Code 990100) (the “Benchmark”). The Sub-Fund is actively managed in reference to the Benchmark. The Sub-Fund Investment Manager has significant discretion over the composition of its portfolio (in terms of constituents and allocation). The SubFund's investments may then deviate significantly from the Benchmark that has been chosen because of its alignment with the investment universe of the Sub-Fund. The sub-funds performance can be compared to this Benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 18,30 3 anni: - 5 anni: - Inizio: 9,40 2024: 8,03 2023: 15,04 2022: - 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: 14,83 3 anni: 2,51 5 anni: 7,79 Inizio: - 2024: 3,44 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 49,00 3 anni: - 5 anni: - Inizio:- 2024: 21,00 2023: 57,00 2022: - 2021: - 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-24