The management objective of the Subfund is to outperform the MSCI World index (net dividends reinvested) by selecting securities considered innovative and in a phase where their growth rate has dipped. The Subfund is actively managed. This Subfund is a financial product that promotes environmental or social characteristics in accordance with Article 8 of the SFDR. The ESG approach applied to the UCITS takes into account criteria relating to each of the environmental, social and governance factors without being a decisive factor in this decision-making.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2025 |
2024 |
2023 |
2022 |
2021 |
| Rendimento annuo: Fondo |
1 anno: 5,61 |
3 anni: 9,17 |
5 anni: 23,09 |
Inizio: 17,02 |
2025: -6,66 |
2024: 25,38 |
2023: 25,77 |
2022: -15,76 |
2021: 42,47 |
| Rendimento annuo: Categoria |
1 anno: 4,91 |
3 anni: 5,15 |
5 anni: 14,11 |
Inizio: -
| 2025: -0,75 |
2024: 13,17 |
2023: 22,96 |
2022: -27,24 |
2021: 13,52 |
| Rendimento annuo: Percentile |
1 anno: 29,00 |
3 anni: 7,00 |
5 anni: 1,00 |
Inizio:-
| 2025: 53,00 |
2024: 28,00 |
2023: 18,00 |
2022: 17,00 |
2021: 1,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 15,32 |
3 Sharpe Ratio: 0,40 |
5 Correlazione: 95,81 |
Beta: 0,95 |
Alfa: 2,39 |
Tracking error: 5,17 |
Info Ratio: 0,45 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2025-03-18
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2025-03-18
