Eleva UCITS Fund - Fonds Eleva Absolute Return Europe S (EUR) acc

Qualification
Ragione del Rating:
  • -Preferito dagli analisti dei fondi di investimento
  • -Patrimonio investito dagli investitori locali
  • -Buona relazione rischio/rendimento

ISIN: LU1331974276

Categoria Morningstar: Long/Short Equity - Europe

Società: Eleva Capital

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