To increase the value of your investment over time and to outperform European equity markets (as measured by the benchmark). In actively managing the fund, the investment manager uses market and fundamental company analysis to build a high conviction, concentrated portfolio of securities (bottom-up approach). The fund’s exposure to securities, and thus its performance, are likely to differ moderately from those of the benchmark.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2025 |
2024 |
2023 |
2022 |
2021 |
Rendimento annuo: Fondo |
1 anno: 5,96 |
3 anni: 7,26 |
5 anni: 13,23 |
Inizio: 7,26 |
2025: 4,17 |
2024: 9,06 |
2023: 14,29 |
2022: -9,72 |
2021: 29,25 |
Rendimento annuo: Categoria |
1 anno: 3,31 |
3 anni: 5,90 |
5 anni: 10,79 |
Inizio: -
| 2025: 1,84 |
2024: 6,85 |
2023: 14,23 |
2022: -13,22 |
2021: 22,95 |
Rendimento annuo: Percentile |
1 anno: 18,00 |
3 anni: 33,00 |
5 anni: 10,00 |
Inizio:-
| 2025: 16,00 |
2024: 27,00 |
2023: 56,00 |
2022: 22,00 |
2021: 5,00 |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 13,51 |
3 Sharpe Ratio: 0,44 |
5 Correlazione: 99,67 |
Beta: 1,00 |
Alfa: -0,69 |
Tracking error: 1,09 |
Info Ratio: -0,71 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2025-04-24
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2025-04-24