To achieve capital growth over the recommended holding period. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in equities of companies that are headquartered, or do substantial business, in Europe. Whilst the investment manager aims to invest in ESG Rated securities not all investments of the Sub-Fund will have an ESG rating and in any event such investments will not be more than 10% of the Sub-Fund.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 0,20 | 3 anni: -3,60 | 5 anni: 2,92 | Inizio: 5,29 | 2024: -4,13 | 2023: 10,55 | 2022: -21,76 | 2021: 17,68 | 2020: 5,06 |
| Rendimento annuo: Categoria | 1 anno: 2,30 | 3 anni: -3,43 | 5 anni: 6,71 | Inizio: - | 2024: -0,27 | 2023: 11,12 | 2022: -22,66 | 2021: 13,97 | 2020: 32,97 |
| Rendimento annuo: Percentile | 1 anno: 74,00 | 3 anni: 87,00 | 5 anni: 95,00 | Inizio:- | 2024: 95,00 | 2023: 37,00 | 2022: 82,00 | 2021: 74,00 | 2020: 87,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,60 | 3 Sharpe Ratio: -0,32 | 5 Correlazione: 88,55 | Beta: 1,10 | Alfa: -11,26 | Tracking error: 9,63 | Info Ratio: -1,20 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-23
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-23