The objective of the sub-fund is to use discretionary management to benefit from the performance of the market in global equities of companies in the field of oncology (cancer research, diagnosis, treatment, etc.) in order to respond to one of the serious long-term challenges of sustainable development. The subfund therefore seeks to produce a return for investors while generating a positive social impact over the long term, by selecting companies that address certain societal challenges and mobilise resources in the fight against cancer.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 2,84 | 3 anni: 3,17 | 5 anni: 10,14 | Inizio: 12,63 | 2024: 5,11 | 2023: -2,31 | 2022: -3,75 | 2021: 11,29 | 2020: 21,49 |
| Rendimento annuo: Categoria | 1 anno: -0,77 | 3 anni: 0,25 | 5 anni: 7,21 | Inizio: - | 2024: 1,44 | 2023: -0,81 | 2022: -9,78 | 2021: 16,67 | 2020: 11,21 |
| Rendimento annuo: Percentile | 1 anno: 59,00 | 3 anni: 52,00 | 5 anni: 20,00 | Inizio:- | 2024: 38,00 | 2023: 74,00 | 2022: 30,00 | 2021: 73,00 | 2020: 15,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 13,61 | 3 Sharpe Ratio: -0,04 | 5 Correlazione: 89,44 | Beta: 0,99 | Alfa: -4,39 | Tracking error: 6,89 | Info Ratio: -0,70 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Healthcare. Data: 2024-04-15
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Healthcare. Data: 2024-04-15