Goldman Sachs Green Bond - I Cap EUR
ISIN: LU1365052627
Categoria Morningstar: EUR Diversified Bond
Società: Goldman Sachs Asset Management
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: 5,52 | 3 anni: -5,91 | 5 anni: -2,51 | Inizio: -0,61 | 2024: -1,21 | 2023: 8,43 | 2022: -21,64 | 2021: -3,31 | 2020: 4,54 |
| Rendimento annuo: Categoria | 1 anno: 4,47 | 3 anni: -3,32 | 5 anni: -1,30 | Inizio: - | 2024: -0,79 | 2023: 6,21 | 2022: -12,70 | 2021: -1,61 | 2020: 1,84 |
| Rendimento annuo: Percentile | 1 anno: 22,00 | 3 anni: 96,00 | 5 anni: 93,00 | Inizio:- | 2024: 51,00 | 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: 9,11 | 3 Sharpe Ratio: -0,73 | 5 Correlazione: 98,82 | Beta: 1,26 | Alfa: 0,48 | Tracking error: 2,31 | Info Ratio: -0,47 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Diversified Bond. Data: 2024-04-23
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Diversified Bond. Data: 2024-04-23