The investment objective of the Sub-fund is to provide long-term capital growth through investments in transferable securities issued by companies which are part and/or contribute to the development of the Health Care industry. The selection of the companies in which the Sub-fund invests combines strong financial and fundamentals’ analysis with the potential for sustainable growth over time due to the target companies’ ability to develop and exploit new equipment, services, technologies, treatments and drugs at all levels of the Health Care industry.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 12,96 3 anni: -0,10 5 anni: 6,13 Inizio: 3,39 2024: 9,83 2023: -2,30 2022: -8,73 2021: 11,64 2020: 9,91
Rendimento annuo: Categoria 1 anno: 16,71 3 anni: -0,84 5 anni: 8,52 Inizio: - 2024: 9,04 2023: 2,67 2022: -15,33 2021: 8,43 2020: 21,22
Rendimento annuo: Percentile 1 anno: 61,00 3 anni: 67,00 5 anni: 75,00 Inizio:- 2024: 58,00 2023: 73,00 2022: 53,00 2021: 72,00 2020: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,96 3 Sharpe Ratio: -0,34 5 Correlazione: 91,25 Beta: 0,93 Alfa: -6,90 Tracking error: 5,92 Info Ratio: -1,23
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-10-02
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Healthcare. Data: 2024-10-02