ABN AMRO Funds - EdenTree European Sustainable Equities I2 EUR Capitalisation
ISIN: LU1890795591
Categoria Morningstar: Europe Large-Cap Value Equity
Società: Abn Amro Investment Solutions
To provide long-term capital appreciation with a diversified and actively managed portfolio of European sustainable equities, without any specific restriction on tracking error. The sub-fund will use a selection of securities complying with Environmental, Social and Governance (ESG) responsibility criteria. The portfolio will be composed of issuers that are either leading in ESG best-practice or attractive due to their progression in ESG.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -5,92 | 3 anni: 3,31 | 5 anni: - | Inizio: 5,37 | 2024: -8,45 | 2023: 25,21 | 2022: -2,34 | 2021: 20,91 | 2020: - |
| Rendimento annuo: Categoria | 1 anno: -5,93 | 3 anni: 1,65 | 5 anni: 1,83 | Inizio: - | 2024: -6,13 | 2023: 22,79 | 2022: -7,79 | 2021: 20,75 | 2020: -14,40 |
| Rendimento annuo: Percentile | 1 anno: 66,00 | 3 anni: 24,00 | 5 anni: - | Inizio:- | 2024: 64,00 | 2023: 33,00 | 2022: 12,00 | 2021: 83,00 | 2020: - |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 21,16 | 3 Sharpe Ratio: 0,37 | 5 Correlazione: 97,09 | Beta: 0,94 | Alfa: 1,94 | Tracking error: 5,22 | Info Ratio: 0,34 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Value Equity. Data: 2022-12-16
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Value Equity. Data: 2022-12-16