JPMorgan Funds - Europe Sustainable Equity Fund C (acc) - EUR
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 Sustainable Companies or companies that demonstrate improving sustainable characteristics. Sustainable Companies 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 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -6,17 | 3 anni: 10,00 | 5 anni: 6,56 | Inizio: 7,24 | 2022: -11,46 | 2021: 25,91 | 2020: 5,11 | 2019: 29,93 | 2018: -12,77 |
| Rendimento annuo: Categoria | 1 anno: -6,48 | 3 anni: 7,05 | 5 anni: 4,23 | Inizio: - | 2022: -10,18 | 2021: 22,95 | 2020: -1,25 | 2019: 24,59 | 2018: -12,81 |
| Rendimento annuo: Percentile | 1 anno: 44,00 | 3 anni: 7,00 | 5 anni: 7,00 | Inizio:- | 2022: 62,00 | 2021: 21,00 | 2020: 11,00 | 2019: 11,00 | 2018: 54,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 19,53 | 3 Sharpe Ratio: 0,57 | 5 Correlazione: 97,46 | Beta: 1,11 | Alfa: 1,72 | Tracking error: 4,75 | Info Ratio: 0,50 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2022-08-05
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2022-08-05