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. The Sub-fund will not invest more than 10% of its net assets in units or shares of UCITS or other UCIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 2,75 3 anni: -3,06 5 anni: 0,89 Inizio: 3,23 2025: -1,54 2024: 2,70 2023: 11,88 2022: -21,46 2021: 18,09
Rendimento annuo: Categoria 1 anno: 7,75 3 anni: -0,32 5 anni: 3,88 Inizio: - 2025: 0,19 2024: 5,18 2023: 13,15 2022: -16,51 2021: 21,43
Rendimento annuo: Percentile 1 anno: 68,00 3 anni: 76,00 5 anni: 87,00 Inizio:- 2025: 68,00 2024: 68,00 2023: 59,00 2022: 73,00 2021: 68,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,61 3 Sharpe Ratio: -0,26 5 Correlazione: 97,18 Beta: 1,24 Alfa: -8,01 Tracking error: 4,94 Info Ratio: -1,59
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2025-01-14
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2025-01-14