The objective of the Sub-Fund is to seek long-term capital growth by investing mainly in equities and equitylinked instruments listed on European equity markets, including investments in small and mid-cap equities, 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 MSCI EUROPE Net Return EUR (MSCI Code 990500) (the “Benchmark”). The Sub-Fund is actively managed in reference to the Benchmark. The SubFund manager has significant discretion over the composition of its portfolio (in terms of constituents and allocation). The Sub-Fund'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-Fund's 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: 6,65 3 anni: - 5 anni: - Inizio: 7,41 2024: 4,56 2023: 11,76 2022: - 2021: - 2020: -
Rendimento annuo: Categoria 1 anno: 10,91 3 anni: 6,23 5 anni: 6,98 Inizio: - 2024: 6,34 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 77,00 3 anni: - 5 anni: - Inizio:- 2024: 46,00 2023: 78,00 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: Europe Large-Cap Blend Equity. Data: 2024-04-24
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-24