BNP Paribas Funds Green Bond X Capitalisation
- -Patrimonio investito dagli investitori locali
ISIN: LU1620158003
Categoria Morningstar: Global Bond - EUR Hedged
Società: BNP Paribas Asset Management
ISIN: LU1620158003
Categoria Morningstar: Global Bond - EUR Hedged
Società: BNP Paribas Asset Management
Increase the value of its assets over the medium term by investing primarily securities issued by issuers supporting climate-related and environmental projects. This sub-fund aims at facilitating or accelerating the transition into a sustainable world by focusing on challenges related to environment. In order to reach its sustainable objective, the sub-fund invests at least 2/3 of its assets in global green bonds denominated in hard currencies. Green bonds are bonds issued by corporate, supranational sovereign agencies, local entities and/or governments to finance projects primarily designed to mitigate climate change.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 3,99 | 3 anni: -4,68 | 5 anni: -2,01 | Inizio: -1,45 | 2024: -1,47 | 2023: 7,19 | 2022: -17,52 | 2021: -3,04 | 2020: 4,28 |
Rendimento annuo: Categoria | 1 anno: 1,28 | 3 anni: -3,98 | 5 anni: -1,94 | Inizio: - | 2024: -1,83 | 2023: 4,47 | 2022: -12,95 | 2021: -1,49 | 2020: 3,51 |
Rendimento annuo: Percentile | 1 anno: 20,00 | 3 anni: 75,00 | 5 anni: 72,00 | Inizio:- | 2024: 42,00 | 2023: 8,00 | 2022: 87,00 | 2021: 70,00 | 2020: 40,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 7,57 | 3 Sharpe Ratio: -0,71 | 5 Correlazione: 96,88 | Beta: 1,22 | Alfa: 0,65 | Tracking error: 2,26 | Info Ratio: -0,23 |