The fund, expressed in EURO seeks to achieve its objective by investing in a flexible allocation to debt securities and global equities, whose issuers comply with Environmental, Social, and Governance (''ESG'') criteria. The investment objective is to provide positive returns, measured in EURO, defined as a mix of income and capital growth over the medium to long term. The sub-fund seeks to achieve its objective by investing in a flexible allocation to: - debt securities from all issuer types globally (including emerging debt securities); and - global equities (including emerging markets equities).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,51 3 anni: 0,60 5 anni: 3,41 Inizio: 3,06 2024: -0,41 2023: 10,40 2022: -10,44 2021: 6,82 2020: 8,32
Rendimento annuo: Categoria 1 anno: 5,50 3 anni: -0,83 5 anni: 0,88 Inizio: - 2024: 0,81 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 10,00 3 anni: 9,00 5 anni: 2,00 Inizio:- 2024: 69,00 2023: 4,00 2022: 41,00 2021: 14,00 2020: 2,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,12 3 Sharpe Ratio: 0,10 5 Correlazione: 87,92 Beta: 1,14 Alfa: 2,99 Tracking error: 3,91 Info Ratio: 0,67
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-04-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-04-19