The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing in a diversified portfolio of: - equity and equity-linked instruments, issued by any companies worldwide; - debt and debt-related instruments, issued by both governmental and non-governmental issuers worldwide, which may be Investment Grade or sub-Investment Grade securities, including convertible bonds and bonds cum warrants; 258 - Money Market Instruments, deposits subject to call with a maximum term of 12 months and cash.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: -6,78 |
3 anni: 6,52 |
5 anni: - |
Inizio: 2,40 |
2023: -0,20 |
2022: -9,10 |
2021: 11,53 |
2020: 7,42 |
2019: 4,52 |
| Rendimento annuo: Categoria |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio: -
| 2023: - |
2022: - |
2021: - |
2020: - |
2019: - |
| Rendimento annuo: Percentile |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio:-
| 2023: - |
2022: - |
2021: - |
2020: - |
2019: - |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 9,85 |
3 Sharpe Ratio: 0,16 |
5 Correlazione: - |
Beta: - |
Alfa: - |
Tracking error: - |
Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2023-03-17
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2023-03-17
