The Compartment’s objective is to outperform global equity markets over a long-term period (minimum of five years) by investing in international equities committed to limiting impact of climate change, while integrating Environmental, Social and Governance (E, S, and G – or, when taken together, ESG) criteria in the investment process. The investment objective is aimed to be in line with the United Nations Sustainable Development Goal (SDG) related to the climate challenge.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: 7,19 |
3 anni: 9,68 |
5 anni: - |
Inizio: 9,39 |
2023: 10,52 |
2022: -12,54 |
2021: 23,03 |
2020: 7,55 |
2019: 26,63 |
| Rendimento annuo: Categoria |
1 anno: 4,64 |
3 anni: 2,62 |
5 anni: 5,38 |
Inizio: -
| 2023: 2,29 |
2022: -22,66 |
2021: 13,97 |
2020: 32,97 |
2019: 28,50 |
| Rendimento annuo: Percentile |
1 anno: 17,00 |
3 anni: 27,00 |
5 anni: - |
Inizio:-
| 2023: 17,00 |
2022: 12,00 |
2021: 49,00 |
2020: 80,00 |
2019: 73,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 17,82 |
3 Sharpe Ratio: 0,30 |
5 Correlazione: 98,50 |
Beta: 1,03 |
Alfa: -1,48 |
Tracking error: 3,11 |
Info Ratio: -0,47 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2023-09-19
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2023-09-19
