Generali Investments SICAV - SRI Ageing Population BX EUR

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

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
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2022-08-04
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2022-08-04