Pictet - Global Thematic Opportunities-Z EUR Acc
- -Patrimonio investito dagli investitori locali
ISIN: LU1491357742
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Pictet Asset Management
ISIN: LU1491357742
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Pictet Asset Management
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 |