The Sub-fund's investment objective is to achieve medium and long-term capital growth. The Sub-fund aims to achieve its investment objective by actively managing a portfolio made up of equity and equity-related securities and/or bonds issued by Italian companies. The Sub-fund aims to increase the value of its capital by investing primarily in securities issued by Italian companies, with a medium and long-term perspective.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2025 |
2024 |
2023 |
2022 |
2021 |
Rendimento annuo: Fondo |
1 anno: 10,43 |
3 anni: 6,57 |
5 anni: 9,02 |
Inizio: 3,24 |
2025: 6,32 |
2024: 8,24 |
2023: 10,85 |
2022: -13,24 |
2021: 20,61 |
Rendimento annuo: Categoria |
1 anno: 3,81 |
3 anni: 3,56 |
5 anni: 6,08 |
Inizio: -
| 2025: -2,18 |
2024: 7,27 |
2023: 11,73 |
2022: -13,64 |
2021: 16,68 |
Rendimento annuo: Percentile |
1 anno: 6,00 |
3 anni: 20,00 |
5 anni: 28,00 |
Inizio:-
| 2025: 14,00 |
2024: 43,00 |
2023: 60,00 |
2022: 51,00 |
2021: 22,00 |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 10,17 |
3 Sharpe Ratio: 0,37 |
5 Correlazione: 88,82 |
Beta: 0,78 |
Alfa: - |
Tracking error: 5,30 |
Info Ratio: -0,19 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation. Data: 2025-04-28
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation. Data: 2025-04-28