This Sub-Fund seeks to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of the permissible instruments. The Sub-Fund invests primarily in open-ended UCIs and UCITS, equities and equity-linked instruments, Money-Market Instruments, debt and debt-related instruments (including convertible bonds and bonds cum warrants), deposits subject to call with a maximum term of 12 months, and interest-rate certificates. During the first four years after launch, the allocation of the Sub-Fund’s assets to equity and equity-linked instruments (including through open-ended UCIs and UCITS) will gradually increase to approximately 100% of its assets. Thereafter, the Sub-Fund will invest at least 80% of its assets in equity and equity-linked instruments (including through open-ended UCIs and UCITS).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: -7,23 3 anni: 11,04 5 anni: 4,74 Inizio: 3,56 2023: 1,67 2022: -11,27 2021: 22,50 2020: 0,32 2019: 18,98
Rendimento annuo: Categoria 1 anno: -5,69 3 anni: 8,34 5 anni: 2,54 Inizio: - 2023: 3,34 2022: -13,64 2021: 16,68 2020: 1,07 2019: 17,86
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 25,00 5 anni: 15,00 Inizio:- 2023: 66,00 2022: 29,00 2021: 14,00 2020: 52,00 2019: 42,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,09 3 Sharpe Ratio: 0,49 5 Correlazione: 93,91 Beta: 0,98 Alfa: -0,70 Tracking error: 5,54 Info Ratio: -0,19
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation. Data: 2023-03-29
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation. Data: 2023-03-29