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: 7,06 |
3 anni: -3,16 |
5 anni: -1,62 |
Inizio: -0,59 |
2024: 3,95 |
2023: 7,19 |
2022: -17,52 |
2021: -3,04 |
2020: 4,28 |
| Rendimento annuo: Categoria |
1 anno: 5,70 |
3 anni: -2,07 |
5 anni: -1,03 |
Inizio: -
| 2024: 2,86 |
2023: 4,47 |
2022: -12,95 |
2021: -1,49 |
2020: 3,51 |
| Rendimento annuo: Percentile |
1 anno: 9,00 |
3 anni: 71,00 |
5 anni: 72,00 |
Inizio:-
| 2024: 21,00 |
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: 7,81 |
3 Sharpe Ratio: -0,65 |
5 Correlazione: 96,41 |
Beta: 1,20 |
Alfa: 1,29 |
Tracking error: 2,37 |
Info Ratio: 0,05 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2024-12-03
Fonte: Morningstar.
Dati in euros.
Categoria: Global Diversified Bond - EUR Hedged. Data: 2024-12-03
