Seeks to increase the value of your investment (mainly through income) over the recommended holding period, while achieving an ESG score greater than that of its investment universe. In actively managing the sub-fund, the investment manager uses macroeconomic and market analysis to flexibly allocate investments across asset classes and geographies. The investment manager also uses tactical asset allocation and hedging strategies in an effort to eliminate unintended risks and reduce volatility (top-down and bottomup approach).
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
| Rendimento annuo: Fondo |
1 anno: 10,43 |
3 anni: 8,42 |
5 anni: 6,81 |
Inizio: 6,61 |
2024: 5,38 |
2023: 5,58 |
2022: 6,28 |
2021: 19,03 |
2020: -3,07 |
| Rendimento annuo: Categoria |
1 anno: 9,75 |
3 anni: 3,79 |
5 anni: 4,39 |
Inizio: -
| 2024: 4,19 |
2023: 6,60 |
2022: -8,53 |
2021: 15,46 |
2020: -1,38 |
| Rendimento annuo: Percentile |
1 anno: 41,00 |
3 anni: 3,00 |
5 anni: 12,00 |
Inizio:-
| 2024: 53,00 |
2023: 63,00 |
2022: 1,00 |
2021: 18,00 |
2020: 67,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 8,37 |
3 Sharpe Ratio: 0,24 |
5 Correlazione: 76,82 |
Beta: 0,72 |
Alfa: 2,40 |
Tracking error: 6,72 |
Info Ratio: 0,36 |
Fonte: Morningstar.
Dati in euros.
Categoria: USD Moderate Allocation. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: USD Moderate Allocation. Data: 2024-04-18
