This Sub-Fund aims to generate returns by actively investing at least 85% of its net assets in green bonds mainly denominated in Euro. Green bonds are any type of bond instruments where the proceeds will be applied to finance or re-finance in part or in full new and/or existing projects that are beneficial to the environment. These bonds are mainly issued by supra-nationals, sub-sovereigns, agencies and corporates pursuing policies of sustainable development while observing environmental, social and governance principles.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,35 3 anni: -6,06 5 anni: -2,26 Inizio: -0,67 2024: -1,58 2023: 8,43 2022: -21,64 2021: -3,31 2020: 4,54
Rendimento annuo: Categoria 1 anno: 4,33 3 anni: -3,51 5 anni: -1,15 Inizio: - 2024: -1,20 2023: 6,21 2022: -12,70 2021: -1,61 2020: 1,84
Rendimento annuo: Percentile 1 anno: 23,00 3 anni: 97,00 5 anni: 89,00 Inizio:- 2024: 73,00 2023: 8,00 2022: 99,00 2021: 86,00 2020: 12,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,09 3 Sharpe Ratio: -0,79 5 Correlazione: 98,83 Beta: 1,26 Alfa: 0,28 Tracking error: 2,30 Info Ratio: -0,58
Fonte: Morningstar. Dati in euros. Categoria: EUR Diversified Bond. Data: 2024-02-26
Fonte: Morningstar. Dati in euros. Categoria: EUR Diversified Bond. Data: 2024-02-26