The Sub-Fund seeks to achieve a positive absolute return over the medium term through capital growth by investing primarily in listed European equities and equity-related securities on both a long and short (through FDI) basis. The Sub-Fund integrates in the long and the short invested pockets, binding Environmental, Social and Governance criteria in the investment management process. The main non-financial objective of Sub-Fund is to invest, on a long basis, in companies with good ESG practices (i.e. best in universe) or companies that are on an improving path regarding ESG practices (i.e. best efforts) while excluding companies that would not have a minimum absolute ESG rating (40/100).
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
Rendimento annuo: Fondo |
1 anno: 4,58 |
3 anni: 6,04 |
5 anni: 5,13 |
Inizio: 5,42 |
2023: 3,07 |
2022: -0,76 |
2021: 6,69 |
2020: 8,94 |
2019: 8,77 |
Rendimento annuo: Categoria |
1 anno: -3,25 |
3 anni: 1,38 |
5 anni: 0,29 |
Inizio: -
| 2023: 1,98 |
2022: -5,83 |
2021: 6,76 |
2020: 3,22 |
2019: 5,39 |
Rendimento annuo: Percentile |
1 anno: 20,00 |
3 anni: 18,00 |
5 anni: 14,00 |
Inizio:-
| 2023: 20,00 |
2022: 20,00 |
2021: 44,00 |
2020: 19,00 |
2019: 31,00 |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 4,15 |
3 Sharpe Ratio: 1,27 |
5 Correlazione: 65,08 |
Beta: 0,14 |
Alfa: 4,53 |
Tracking error: 16,17 |
Info Ratio: 0,11 |
Fonte: Morningstar.
Dati in euros.
Categoria: Long/Short Equity - Europe. Data: 2023-01-30
Fonte: Morningstar.
Dati in euros.
Categoria: Long/Short Equity - Europe. Data: 2023-01-30