HSBC Global Investment Funds - Global Lower Carbon Equity AC
- -Buona relazione rischio/rendimento
ISIN: LU1674673428
Categoria Morningstar: Global Large-Cap Blend Equity
Società: HSBC Asset Management
ISIN: LU1674673428
Categoria Morningstar: Global Large-Cap Blend Equity
Società: HSBC Asset Management
The sub-fund aims to provide long-term total return by investing in a portfolio of equities, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity and higher environmental, social and governance (“ESG”) rating, calculated respectively as a weighted average of the carbon intensities and ESG ratings of the sub-fund’s investments, than the weighted average of the constituents of the MSCI World (the “Reference Benchmark”). The sub-fund invests in normal market conditions a minimum of 90% of its net assets in accordance with the Lower Carbon Strategy as described below, in equities and equity-equivalent securities of companies which are domiciled in, based in, carry out the larger part of their business activities in, or are listed on a Regulated Market in developed markets.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: 24,35 | 3 anni: 8,94 | 5 anni: 10,24 | Inizio: 9,56 | 2024: 9,00 | 2023: 16,30 | 2022: -12,80 | 2021: 29,35 | 2020: 4,51 |
Rendimento annuo: Categoria | 1 anno: 19,62 | 3 anni: 6,66 | 5 anni: 8,75 | Inizio: - | 2024: 7,31 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 | 2020: 4,68 |
Rendimento annuo: Percentile | 1 anno: 29,00 | 3 anni: 28,00 | 5 anni: 36,00 | Inizio:- | 2024: 26,00 | 2023: 47,00 | 2022: 36,00 | 2021: 35,00 | 2020: 55,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 13,26 | 3 Sharpe Ratio: 0,29 | 5 Correlazione: 96,95 | Beta: 0,94 | Alfa: 0,50 | Tracking error: 4,01 | Info Ratio: 0,07 |