To increase the value of your investment while seeking to achieve a positive environmental and social impact. The Fund applies a sustainable strategy and invests mainly in equities and equity related securities. The Fund invests mainly in companies that may benefit from global long-term themes resulting from secular changes in economic, social and environmental factors such as demographics, lifestyle or regulations. The Fund mainly invests in companies whose significant proportion of their activities (as measured by turnover, enterprise value, earning before interests and taxes, or similar metrics) are related to, but not limited to products and services supporting the energy transition, circular economy, energy efficiency, water quality and supply, sustainable forestry, sustainable cities, nutrition, human health and therapeutics, personal self-fulfilment and security.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: - 3 anni: - 5 anni: - Inizio: - 2024: - 2023: 20,67 2022: -21,61 2021: 27,08 2020: 7,76
Rendimento annuo: Categoria 1 anno: 21,29 3 anni: 5,21 5 anni: 8,94 Inizio: - 2024: 15,54 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 44,00 3 anni: 75,00 5 anni: 61,00 Inizio:- 2024: 66,00 2023: 14,00 2022: 94,00 2021: 48,00 2020: 82,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,23 3 Sharpe Ratio: - 5 Correlazione: 94,14 Beta: 1,03 Alfa: -4,45 Tracking error: 6,00 Info Ratio: -0,80
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-03
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-03