The fund, expressed in EURO, aims to achieve long-term capital growth by investing primarily in equity transferable securities issued by entities without any geographical limitations, including emerging markets (up to 10% of the net asset value), which comply with Environmental, Social and Governance (“ESG”) criteria. The equity securities will be mainly issued by companies whose business model is better positioned to benefit from the increasing role of the Millennial generation in the economy and in the society in general, at a worldwide level.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 28,26 3 anni: 23,32 5 anni: - Inizio: 19,28 2021: 24,00 2020: 23,10 2019: 35,21 2018: - 2017: -
Rendimento annuo: Categoria 1 anno: 13,68 3 anni: 19,13 5 anni: 16,56 Inizio: - 2021: 9,73 2020: 27,64 2019: 29,22 2018: -10,32 2017: 28,11
Rendimento annuo: Percentile 1 anno: 15,00 3 anni: 14,00 5 anni: - Inizio:- 2021: 16,00 2020: 23,00 2019: 24,00 2018: - 2017: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,90 3 Sharpe Ratio: 1,24 5 Correlazione: 99,04 Beta: 1,04 Alfa: 0,27 Tracking error: 2,64 Info Ratio: 0,44
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-12-03
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-12-03