This Compartment aims to achieve capital growth by investing mainly in equities and equity related securities (such as convertible bonds, ADR, GDR) issued by companies that contribute to and/or profit from the value chain in robotics and enabling technologies. These investments will be made in compliance with article 41 of the 2010 Act. 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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 39,36 | 3 anni: 8,97 | 5 anni: 17,25 | Inizio: 18,37 | 2024: 7,81 | 2023: 50,54 | 2022: -29,46 | 2021: 29,08 | 2020: 36,49 |
| Rendimento annuo: Categoria | 1 anno: 25,68 | 3 anni: 1,98 | 5 anni: 15,09 | Inizio: - | 2024: 5,42 | 2023: 34,58 | 2022: -32,03 | 2021: 22,57 | 2020: 36,03 |
| Rendimento annuo: Percentile | 1 anno: 27,00 | 3 anni: 24,00 | 5 anni: 23,00 | Inizio:- | 2024: 35,00 | 2023: 18,00 | 2022: 40,00 | 2021: 36,00 | 2020: 37,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 23,88 | 3 Sharpe Ratio: 0,32 | 5 Correlazione: 93,32 | Beta: 0,99 | Alfa: -4,38 | Tracking error: 9,05 | Info Ratio: -0,59 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Technology. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Technology. Data: 2024-04-18