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 |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: -2,20 |
3 anni: -6,81 |
5 anni: -2,60 |
Inizio: -2,54 |
2023: 0,76 |
2022: -17,70 |
2021: -3,25 |
2020: 4,05 |
2019: 4,63 |
| Rendimento annuo: Categoria |
1 anno: -1,35 |
3 anni: -4,99 |
5 anni: -2,05 |
Inizio: -
| 2023: -0,20 |
2022: -12,95 |
2021: -1,49 |
2020: 3,51 |
2019: 4,44 |
| Rendimento annuo: Percentile |
1 anno: 45,00 |
3 anni: 84,00 |
5 anni: 85,00 |
Inizio:-
| 2023: 15,00 |
2022: 87,00 |
2021: 78,00 |
2020: 44,00 |
2019: 51,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 6,78 |
3 Sharpe Ratio: -0,96 |
5 Correlazione: 96,33 |
Beta: 1,34 |
Alfa: 0,23 |
Tracking error: 2,45 |
Info Ratio: -0,62 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Bond - EUR Hedged. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Global Bond - EUR Hedged. Data: 2023-09-19
