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 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 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 19,38 | 3 anni: 6,30 | 5 anni: 10,40 | Inizio: 8,74 | 2024: 12,44 | 2023: 17,03 | 2022: -13,20 | 2021: 25,91 | 2020: 5,11 |
| Rendimento annuo: Categoria | 1 anno: 13,65 | 3 anni: 4,28 | 5 anni: 7,23 | Inizio: - | 2024: 8,45 | 2023: 14,23 | 2022: -13,22 | 2021: 22,95 | 2020: -1,25 |
| Rendimento annuo: Percentile | 1 anno: 6,00 | 3 anni: 17,00 | 5 anni: 4,00 | Inizio:- | 2024: 5,00 | 2023: 19,00 | 2022: 56,00 | 2021: 21,00 | 2020: 11,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 14,65 | 3 Sharpe Ratio: 0,43 | 5 Correlazione: 96,24 | Beta: 1,03 | Alfa: 0,07 | Tracking error: 3,97 | Info Ratio: 0,03 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-09-12
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-09-12