Generali Investments SICAV - SRI Ageing Population BX EUR
ISIN: LU1234787205
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: Generali Investments
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 |
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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 |