To increase the value of your investment while seeking to achieve a positive social impact. The Fund invests mainly in equities and equity related securities issued by companies that contribute to and/or profit from the value chain in robotics and enabling technologies. The targeted companies will be active mainly, but not exclusively, in the following areas: Robotics applications and components, automation, autonomous systems, sensors, microcontrollers, 3D printing, data processing, actuation technology as well as image, motion or voice recognition and other enabling technologies and software.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 27,08 | 3 anni: 16,42 | 5 anni: 18,59 | Inizio: 19,44 | 2025: 6,59 | 2024: 25,14 | 2023: 50,54 | 2022: -29,46 | 2021: 29,08 |
| Rendimento annuo: Categoria | 1 anno: 32,77 | 3 anni: 8,15 | 5 anni: 14,80 | Inizio: - | 2025: 1,97 | 2024: 27,11 | 2023: 34,58 | 2022: -32,03 | 2021: 22,57 |
| Rendimento annuo: Percentile | 1 anno: 57,00 | 3 anni: 24,00 | 5 anni: 30,00 | Inizio:- | 2025: 57,00 | 2024: 57,00 | 2023: 18,00 | 2022: 40,00 | 2021: 36,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 23,92 | 3 Sharpe Ratio: 0,18 | 5 Correlazione: 92,03 | Beta: 0,97 | Alfa: -3,24 | Tracking error: 9,85 | Info Ratio: -0,41 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Technology. Data: 2025-01-22
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Technology. Data: 2025-01-22