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: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-20
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2023-09-20
