The Sub-Fund aims to achieve a significant performance over a minimum investment horizon of five years, through a rigorous selection of stocks of companies whose business model, products, services, or production processes positively contribute to the energy and ecological transition challenges, through a thematic SRI strategy. The Sub-Fund has Sustainable Investment as its objective according to Article 9 of the SFDR, by investing in companies valuing ecological transition as a core pillar for sustainable development.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -5,31 | 3 anni: 11,50 | 5 anni: 3,86 | Inizio: 6,42 | 2023: 0,42 | 2022: -15,88 | 2021: 17,59 | 2020: 28,29 | 2019: 25,10 |
| Rendimento annuo: Categoria | 1 anno: 1,97 | 3 anni: 10,05 | 5 anni: 5,81 | Inizio: - | 2023: 4,26 | 2022: -22,66 | 2021: 13,97 | 2020: 32,97 | 2019: 28,50 |
| Rendimento annuo: Percentile | 1 anno: 79,00 | 3 anni: 28,00 | 5 anni: 87,00 | Inizio:- | 2023: 69,00 | 2022: 35,00 | 2021: 75,00 | 2020: 20,00 | 2019: 83,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,34 | 3 Sharpe Ratio: 0,58 | 5 Correlazione: 94,09 | Beta: 1,23 | Alfa: -0,05 | Tracking error: 8,58 | Info Ratio: 0,21 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2023-05-25
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2023-05-25