Generali Investments SICAV - SRI Ageing Population BX EUR
- -Buona relazione rischio/rendimento
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 has a sustainable investment objective, which is 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, while not significantly harming any other social or environmental objective provided that the investee companies follow good corporate governance practices. Moreover, the fund is structured around 3 investment pillars, being Healthcare, Pension & Savings and Consumers.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -8,19 | 3 anni: 5,72 | 5 anni: 5,21 | Inizio: 6,03 | 2022: -10,83 | 2021: 23,02 | 2020: -2,68 | 2019: 28,69 | 2018: -8,70 |
Rendimento annuo: Categoria | 1 anno: -6,48 | 3 anni: 7,05 | 5 anni: 4,23 | Inizio: - | 2022: -10,18 | 2021: 22,95 | 2020: -1,25 | 2019: 24,59 | 2018: -12,81 |
Rendimento annuo: Percentile | 1 anno: 71,00 | 3 anni: 64,00 | 5 anni: 33,00 | Inizio:- | 2022: 65,00 | 2021: 57,00 | 2020: 58,00 | 2019: 15,00 | 2018: 11,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,89 | 3 Sharpe Ratio: 0,41 | 5 Correlazione: 97,32 | Beta: 0,96 | Alfa: -1,23 | Tracking error: 3,96 | Info Ratio: -0,41 |