Goldman Sachs Europe Sustainable Equity - Z Cap EUR
- -Buona relazione rischio/rendimento
ISIN: LU0991964593
Categoria Morningstar: Europe Large-Cap Growth Equity
Società: Goldman Sachs Asset Management
ISIN: LU0991964593
Categoria Morningstar: Europe Large-Cap Growth Equity
Società: Goldman Sachs Asset Management
The Sub-Fund essentially invests in a diversified portfolio comprised of equities and/or other Transferable Securities (warrants on Transferable Securities – up to a maximum of 10% of the net assets of the Sub-Fund – and convertible bonds) issued by selected companies. The Sub-Fund uses active management to target companies with sustainable business models, focusing on products and services delivered, with deviation limits relative to the Index. The Sub-Fund also aims for a lower carbon footprint than the Index. Its composition will materially deviate from the Index.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 15,06 | 3 anni: 6,57 | 5 anni: 11,78 | Inizio: 10,24 | 2024: 8,65 | 2023: 18,48 | 2022: -17,64 | 2021: 26,24 | 2020: 14,71 |
Rendimento annuo: Categoria | 1 anno: 8,55 | 3 anni: 2,42 | 5 anni: 8,09 | Inizio: - | 2024: 4,51 | 2023: 16,15 | 2022: -20,49 | 2021: 24,53 | 2020: 8,51 |
Rendimento annuo: Percentile | 1 anno: 10,00 | 3 anni: 15,00 | 5 anni: 6,00 | Inizio:- | 2024: 20,00 | 2023: 18,00 | 2022: 51,00 | 2021: 25,00 | 2020: 11,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,90 | 3 Sharpe Ratio: 0,51 | 5 Correlazione: 98,55 | Beta: 1,03 | Alfa: -0,10 | Tracking error: 2,91 | Info Ratio: 0,02 |