To achieve a positive return regardless of market conditions (absolute return), while seeking to achieve a positive environmental impact. In actively managing the fund, the investment manager uses macroeconomic and market analysis to determine portfolio strategies and market segments (top-down approach). It then screens the green bond universe and combines security and issuer analysis with an in-depth analysis of projects financed by bonds proceeds to identify securities that have the highest environmental impact (bottom-up approach). The fund is designed without reference to a benchmark.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2022 |
2021 |
2020 |
2019 |
2018 |
Rendimento annuo: Fondo |
1 anno: -13,56 |
3 anni: -3,47 |
5 anni: - |
Inizio: -1,23 |
2022: -12,47 |
2021: -0,76 |
2020: 3,38 |
2019: 7,38 |
2018: - |
Rendimento annuo: Categoria |
1 anno: -16,50 |
3 anni: -3,45 |
5 anni: -1,56 |
Inizio: -
| 2022: -13,40 |
2021: -5,63 |
2020: 8,86 |
2019: 5,92 |
2018: -3,47 |
Rendimento annuo: Percentile |
1 anno: 98,00 |
3 anni: 96,00 |
5 anni: - |
Inizio:-
| 2022: 99,00 |
2021: 83,00 |
2020: 7,00 |
2019: 62,00 |
2018: - |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 6,88 |
3 Sharpe Ratio: -0,62 |
5 Correlazione: 90,15 |
Beta: 1,61 |
Alfa: -1,53 |
Tracking error: 5,98 |
Info Ratio: -0,59 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Bond. Data: 2022-08-05
Fonte: Morningstar.
Dati in euros.
Categoria: Global Bond. Data: 2022-08-05