The aim of the Sub-Fund is to enable shareholders to benefit from the growth of the European 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 | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 7,59 | 3 anni: 1,91 | 5 anni: 5,42 | Inizio: 6,28 | 2025: 4,48 | 2024: 2,28 | 2023: 8,33 | 2022: -12,97 | 2021: 25,67 |
| Rendimento annuo: Categoria | 1 anno: 13,46 | 3 anni: 5,12 | 5 anni: 6,31 | Inizio: - | 2025: 4,18 | 2024: 6,85 | 2023: 14,23 | 2022: -13,22 | 2021: 22,95 |
| Rendimento annuo: Percentile | 1 anno: 89,00 | 3 anni: 87,00 | 5 anni: 65,00 | Inizio:- | 2025: 89,00 | 2024: 89,00 | 2023: 96,00 | 2022: 54,00 | 2021: 24,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 14,35 | 3 Sharpe Ratio: -0,17 | 5 Correlazione: 95,10 | Beta: 1,05 | Alfa: -5,58 | Tracking error: 4,45 | Info Ratio: -1,28 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2025-01-22
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2025-01-22