Invesco Funds - Invesco Sustainable Allocation Fund Z (Accumulation) EUR

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU1701704584

Categoria Morningstar: EUR Moderate Allocation - Global

Società: Invesco

The Fund aims to achieve a positive total return over a market cycle. The Fund seeks to achieve its objective by gaining exposure primarily to a flexible allocation of equities and debt securities globally, which meet the Fund’s environmental, social and governance (ESG) criteria with a particular focus on environmental issues. The Fund’s ESG criteria will be based on a set of screening thresholds (as outlined below and more fully described in the Fund’s sustainability-related disclosures) determined by the Investment Manager from time to time. These criteria will be reviewed and applied on an ongoing basis and integrated as part of the quantitative investment process for stock and bond selection as well as portfolio construction.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 4,90 3 anni: 4,91 5 anni: 8,61 Inizio: 4,44 2025: -0,35 2024: 11,68 2023: 10,61 2022: -9,29 2021: 15,84
Rendimento annuo: Categoria 1 anno: 4,89 3 anni: 2,19 5 anni: 6,06 Inizio: - 2025: -1,31 2024: 8,53 2023: 8,34 2022: -12,94 2021: 9,41
Rendimento annuo: Percentile 1 anno: 46,00 3 anni: 10,00 5 anni: 4,00 Inizio:- 2025: 65,00 2024: 20,00 2023: 21,00 2022: 15,00 2021: 8,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,98 3 Sharpe Ratio: 0,42 5 Correlazione: 90,15 Beta: 0,96 Alfa: 0,92 Tracking error: 3,85 Info Ratio: 0,20
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2025-03-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2025-03-19