Generali Investments SICAV - SRI Ageing Population BX EUR

ISIN: LU1234787205

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Generali Investments

The objective of the Sub-fund is to outperform its Benchmark and to provide a long-term capital appreciation by investing, with a Socially and Responsible Investment (SRI) process, in listed equities from European companies that offer solutions for ageing societies through their products and services. The Sub- fund promotes social characteristics, through investing in listed companies that contribute to the social objectives linked to the long-term trend of aging population, those social objectives being: Health, Ageing Well, Better Living and Social solutions to the challenges of an ageing world. Moreover, the fund is structured around 3 investment pillars, being Healthcare, Pension & Savings and Consumers.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 11,85 3 anni: 5,62 5 anni: 4,22 Inizio: 5,41 2023: 6,79 2022: -14,82 2021: 23,02 2020: -2,68 2019: 28,69
Rendimento annuo: Categoria 1 anno: 14,91 3 anni: 8,44 5 anni: 5,22 Inizio: - 2023: 9,58 2022: -13,22 2021: 22,95 2020: -1,25 2019: 24,59
Rendimento annuo: Percentile 1 anno: 60,00 3 anni: 73,00 5 anni: 63,00 Inizio:- 2023: 75,00 2022: 71,00 2021: 57,00 2020: 58,00 2019: 15,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,31 3 Sharpe Ratio: 0,47 5 Correlazione: 97,10 Beta: 0,95 Alfa: -3,53 Tracking error: 3,73 Info Ratio: -1,17
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-19