The Sub-Fund (denominated in EUR) aims to outperform the Euro Stoxx Total Return index (with dividend reinvested) over a minimum recommended five-year investment horizon through a thematic SRI strategy. The Sub-Fund has Sustainable Investment as its objective according to Article 9 of the SFDR, by investing in companies valuing their human capital as a core pillar for sustainable development.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 16,41 | 3 anni: 3,32 | 5 anni: 6,84 | Inizio: 7,41 | 2024: 9,15 | 2023: 15,10 | 2022: -19,03 | 2021: 15,49 | 2020: 12,99 |
| Rendimento annuo: Categoria | 1 anno: 13,57 | 3 anni: 4,02 | 5 anni: 5,12 | Inizio: - | 2024: 7,42 | 2023: 13,77 | 2022: -15,27 | 2021: 21,85 | 2020: -1,07 |
| Rendimento annuo: Percentile | 1 anno: 11,00 | 3 anni: 51,00 | 5 anni: 25,00 | Inizio:- | 2024: 16,00 | 2023: 42,00 | 2022: 66,00 | 2021: 82,00 | 2020: 9,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,80 | 3 Sharpe Ratio: 0,32 | 5 Correlazione: 95,36 | Beta: 0,97 | Alfa: -3,32 | Tracking error: 4,76 | Info Ratio: -0,82 |
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Flex-Cap Equity. Data: 2024-04-24
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Flex-Cap Equity. Data: 2024-04-24