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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 0,15 | 3 anni: 3,40 | 5 anni: 6,76 | Inizio: 6,19 | 2024: 1,32 | 2023: 8,33 | 2022: -12,97 | 2021: 25,67 | 2020: 3,91 |
| Rendimento annuo: Categoria | 1 anno: 8,31 | 3 anni: 5,64 | 5 anni: 6,70 | Inizio: - | 2024: 4,54 | 2023: 14,23 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 |
| Rendimento annuo: Percentile | 1 anno: 94,00 | 3 anni: 72,00 | 5 anni: 42,00 | Inizio:- | 2024: 82,00 | 2023: 96,00 | 2022: 54,00 | 2021: 24,00 | 2020: 15,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 14,85 | 3 Sharpe Ratio: 0,36 | 5 Correlazione: 95,70 | Beta: 1,05 | Alfa: -3,64 | Tracking error: 4,34 | Info Ratio: -0,84 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-18