This sub-fund promotes environmental and social characteristics and qualifies as product in accordance with article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. The objective of the investment policy of the sub-fund is to achieve a positive mid- to long-term investment performance taking into account the opportunities and risks of the international capital markets. The sub-fund is actively managed and is not managed in reference to a benchmark.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 11,98 | 3 anni: 3,35 | 5 anni: 6,49 | Inizio: 5,81 | 2024: 4,30 | 2023: 13,24 | 2022: -15,11 | 2021: 19,52 | 2020: 5,95 |
| Rendimento annuo: Categoria | 1 anno: 10,46 | 3 anni: 2,09 | 5 anni: 5,01 | Inizio: - | 2024: 4,04 | 2023: 10,91 | 2022: -14,42 | 2021: 16,02 | 2020: 4,01 |
| Rendimento annuo: Percentile | 1 anno: 30,00 | 3 anni: 28,00 | 5 anni: 21,00 | Inizio:- | 2024: 41,00 | 2023: 25,00 | 2022: 56,00 | 2021: 27,00 | 2020: 33,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 11,17 | 3 Sharpe Ratio: 0,40 | 5 Correlazione: 97,01 | Beta: 0,95 | Alfa: -1,92 | Tracking error: 2,75 | Info Ratio: -0,86 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-04-18