Robeco Multi Asset Sustainable I €

ISIN: LU1821198733

Categoria Morningstar: EUR Moderate Allocation - Global

Società: Robeco

The aim of the Sub-fund is to achieve long-term capital growth by using asset allocation strategies and taking global exposure to asset classes such as equities, bonds, deposits, and other fixed income securities, money market investments, Alternative Investments and/or other generally accepted asset classes either directly or via UCIs/UCITS. The Sub-fund strives for financial return, while taking into account sustainability criteria. At the same time the Sub-fund is promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 8,61 3 anni: 1,87 5 anni: 4,31 Inizio: 3,94 2024: 2,68 2023: 8,56 2022: -13,60 2021: 10,85 2020: 5,96
Rendimento annuo: Categoria 1 anno: 8,23 3 anni: 1,39 5 anni: 2,97 Inizio: - 2024: 2,35 2023: 8,34 2022: -12,94 2021: 9,41 2020: 2,37
Rendimento annuo: Percentile 1 anno: 42,00 3 anni: 39,00 5 anni: 22,00 Inizio:- 2024: 39,00 2023: 49,00 2022: 56,00 2021: 37,00 2020: 17,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,29 3 Sharpe Ratio: 0,15 5 Correlazione: 99,53 Beta: 1,07 Alfa: -1,54 Tracking error: 1,07 Info Ratio: -1,35
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-03-06
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-03-06