JPMorgan Funds - Europe Sustainable Equity Fund C (acc) - EUR

- -Buona relazione rischio/rendimento
ISIN: LU1529809060
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: J.P. Morgan Asset Management
ISIN: LU1529809060
Categoria Morningstar: Europe Large-Cap Blend Equity
Società: J.P. Morgan Asset Management
To provide long-term capital growth by investing primarily in European companies with positive E/S characteristics or companies that demonstrate improving E/S characteristics. Companies with positive E/S characteristics are those that the Investment Manager believes to have effective governance and superior management of environmental and social issues (sustainable characteristics).
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 16,67 | 3 anni: 10,70 | 5 anni: 8,02 | Inizio: 7,38 | 2023: 11,36 | 2022: -13,20 | 2021: 25,91 | 2020: 5,11 | 2019: 29,93 |
Rendimento annuo: Categoria | 1 anno: 13,50 | 3 anni: 8,18 | 5 anni: 5,20 | Inizio: - | 2023: 8,93 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 | 2019: 24,59 |
Rendimento annuo: Percentile | 1 anno: 38,00 | 3 anni: 20,00 | 5 anni: 3,00 | Inizio:- | 2023: 16,00 | 2022: 56,00 | 2021: 21,00 | 2020: 11,00 | 2019: 11,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,96 | 3 Sharpe Ratio: 0,68 | 5 Correlazione: 96,97 | Beta: 1,06 | Alfa: -0,42 | Tracking error: 4,23 | Info Ratio: - |