The sub-fund offers the chance to take advantage of the opportunities that arise on the eurozone equity markets. The sub-fund seeks to build up a portfolio offering the best possible ratio between the estimated risk and the expected return. The sub-fund invests according to an active approach which involves identifying the portfolio with the optimum estimated risk in the euro area. The sub-fund is actively managed without any reference to a benchmark.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 3,18 | 3 anni: 1,77 | 5 anni: 3,16 | Inizio: 4,28 | 2024: -9,71 | 2023: 18,82 | 2022: -7,72 | 2021: 18,24 | 2020: -8,00 |
| Rendimento annuo: Categoria | 1 anno: -2,43 | 3 anni: 4,11 | 5 anni: 2,64 | Inizio: - | 2024: -11,54 | 2023: 21,90 | 2022: -1,69 | 2021: 23,81 | 2020: -14,07 |
| Rendimento annuo: Percentile | 1 anno: 69,00 | 3 anni: 94,00 | 5 anni: 78,00 | Inizio:- | 2024: 71,00 | 2023: 81,00 | 2022: 88,00 | 2021: 88,00 | 2020: 4,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,21 | 3 Sharpe Ratio: 0,24 | 5 Correlazione: 95,68 | Beta: 0,76 | Alfa: -3,42 | Tracking error: 6,38 | Info Ratio: -0,82 |
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2022-03-21
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2022-03-21