The aim of the investment policy of the sub-fund is to achieve a performance that produces a higher yield than that of the worldwide equity market, in accordance with the principle of risk diversification. With the MinRisk strategy, the aim for the sub-fund is to achieve a benchmark-free investment in global equities with the lowest possible overall risk (minimum variance principle). To this end, a defensive equity investment compared with a benchmark-driven approach is sought. As a result, sustainable criteria are used as a basis for the sub-fund when investing its assets.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 6,96 | 3 anni: 4,69 | 5 anni: 2,36 | Inizio: 4,64 | 2023: 6,32 | 2022: -14,62 | 2021: 18,17 | 2020: -0,14 | 2019: 19,33 |
Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
Rendimento annuo: Percentile | 1 anno: - | 3 anni: - | 5 anni: - | Inizio:- | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 18,12 | 3 Sharpe Ratio: 0,01 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Equity. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Other Equity. Data: 2023-09-19