THEAM Quant – Equity Europe Climate Care
ISIN: LU1353195891
Categoria Morningstar: Sector Equity Ecology
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 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,95 | 3 anni: 2,11 | 5 anni: - | Inizio: 5,35 | 2021: 1,91 | 2020: -0,58 | 2019: 23,90 | 2018: -13,79 | 2017: 11,38 |
| Rendimento annuo: Categoria | 1 anno: 40,82 | 3 anni: 13,52 | 5 anni: 15,45 | Inizio: - | 2021: 4,48 | 2020: 32,97 | 2019: 28,50 | 2018: -15,96 | 2017: 26,66 |
| Rendimento annuo: Percentile | 1 anno: 99,00 | 3 anni: 99,00 | 5 anni: - | Inizio:- | 2021: 99,00 | 2020: 99,00 | 2019: 89,00 | 2018: 77,00 | 2017: 44,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,35 | 3 Sharpe Ratio: 0,12 | 5 Correlazione: 95,13 | Beta: 1,09 | Alfa: -7,83 | Tracking error: 6,77 | Info Ratio: -1,16 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2021-01-15
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2021-01-15