To increase the value of your investment over time and to outperform global developed equity markets (as measured by the benchmark), while focusing on environmental, social and governance (ESG) factors. In actively managing the fund, the investment manager follows a disciplined three-step process: • negative screening: exclusion of companies that are involved in the production of cluster bombs and landmines, derive 25% or more of their revenues from thermal coal or 10% or more of their revenues from oil sands, have the least solid financial metrics, or have questionable corporate governance practices • positive screening: identification of companies benefiting from a competitive advantage and having an attractive valuation • best-in-class selection: using a proprietary scoring method, identification of companies with the highest environmental, social or corporate governance (ESG) criteria.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
Rendimento annuo: Fondo |
1 anno: 14,45 |
3 anni: 7,84 |
5 anni: 4,71 |
Inizio: 5,50 |
2023: 14,16 |
2022: -20,13 |
2021: 22,94 |
2020: 4,12 |
2019: 24,89 |
Rendimento annuo: Categoria |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio: -
| 2023: - |
2022: - |
2021: - |
2020: - |
2019: - |
Rendimento annuo: Percentile |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio:-
| 2023: - |
2022: - |
2021: - |
2020: - |
2019: - |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 20,63 |
3 Sharpe Ratio: 0,23 |
5 Correlazione: - |
Beta: - |
Alfa: - |
Tracking error: - |
Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Equity. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Other Equity. Data: 2023-09-19