The aim of the Sub-Fund is to enable shareholders to benefit from the growth of the euro zone equity markets with an investment in equities selected by the portfolio management team on a discretionary basis and to outperform the benchmark. The selection is based on the stocks characteristics and growth prospects, as well as proprietary analysis of ESG criteria.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 14,18 | 3 anni: 8,04 | 5 anni: 6,60 | Inizio: 6,83 | 2023: 7,64 | 2022: -13,60 | 2021: 25,37 | 2020: 2,82 | 2019: 32,77 |
| Rendimento annuo: Categoria | 1 anno: 17,53 | 3 anni: 7,29 | 5 anni: 4,17 | Inizio: - | 2023: 10,51 | 2022: -13,63 | 2021: 21,90 | 2020: -1,69 | 2019: 23,81 |
| Rendimento annuo: Percentile | 1 anno: 57,00 | 3 anni: 44,00 | 5 anni: 13,00 | Inizio:- | 2023: 77,00 | 2022: 57,00 | 2021: 18,00 | 2020: 19,00 | 2019: 2,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,23 | 3 Sharpe Ratio: 0,58 | 5 Correlazione: 96,99 | Beta: 0,97 | Alfa: -0,42 | Tracking error: 4,47 | Info Ratio: -0,18 |
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2023-09-19