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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -3,80 | 3 anni: -3,44 | 5 anni: 5,70 | Inizio: 5,47 | 2024: -3,19 | 2023: 1,57 | 2022: -15,88 | 2021: 17,59 | 2020: 28,29 |
| Rendimento annuo: Categoria | 1 anno: 1,03 | 3 anni: -3,81 | 5 anni: 6,42 | Inizio: - | 2024: -1,88 | 2023: 11,12 | 2022: -22,66 | 2021: 13,97 | 2020: 32,97 |
| Rendimento annuo: Percentile | 1 anno: 89,00 | 3 anni: 90,00 | 5 anni: 69,00 | Inizio:- | 2024: 92,00 | 2023: 82,00 | 2022: 35,00 | 2021: 75,00 | 2020: 20,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,25 | 3 Sharpe Ratio: -0,30 | 5 Correlazione: 91,64 | Beta: 1,25 | Alfa: -12,06 | Tracking error: 9,84 | Info Ratio: -1,22 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-19
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-19