THEAM Quant - Equity Europe Climate Care C EUR Capitalisation
ISIN: LU1353195891
Categoria Morningstar: Europe Flex-Cap Equity
Società: BNP Paribas Asset Management
The objective of the Sub-fund is to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on European markets or operating on these markets, the components of which are chosen using a systematic selection method based on environmental, social and governance criteria (ESG) as well as a carbon emission and energy transition criteria.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 8,29 | 3 anni: 2,84 | 5 anni: 0,97 | Inizio: 2,84 | 2023: 5,45 | 2022: -21,46 | 2021: 18,09 | 2020: -0,58 | 2019: 23,90 |
| Rendimento annuo: Categoria | 1 anno: 11,25 | 3 anni: 5,41 | 5 anni: 3,20 | Inizio: - | 2023: 6,33 | 2022: -16,51 | 2021: 21,43 | 2020: 2,08 | 2019: 23,07 |
| Rendimento annuo: Percentile | 1 anno: 63,00 | 3 anni: 71,00 | 5 anni: 76,00 | Inizio:- | 2023: 61,00 | 2022: 73,00 | 2021: 68,00 | 2020: 53,00 | 2019: 45,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 17,99 | 3 Sharpe Ratio: 0,27 | 5 Correlazione: 98,80 | Beta: 1,14 | Alfa: -8,05 | Tracking error: 3,53 | Info Ratio: -2,07 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2023-09-19