The Sub-Fund seeks to increase the value of your investment over the recommended holding period. The Sub-Fund invests mainly in a broad range of equities of companies that are based in, or do most of their business in Europe. The Sub-Fund may invest up to 10% of its assets in other UCIs and UCITS. The Sub-Fund may use derivatives, and in particular forwards and futures, to reduce various risks or for efficient portfolio management.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 26,22 | 3 anni: 11,34 | 5 anni: 7,87 | Inizio: 2,42 | 2023: 23,00 | 2022: -5,03 | 2021: 25,83 | 2020: -16,62 | 2019: 10,68 |
| Rendimento annuo: Categoria | 1 anno: 28,07 | 3 anni: 12,91 | 5 anni: 9,34 | Inizio: - | 2023: 24,04 | 2022: -1,25 | 2021: 24,59 | 2020: -12,81 | 2019: 10,18 |
| Rendimento annuo: Percentile | 1 anno: 25,00 | 3 anni: 71,00 | 5 anni: 71,00 | Inizio:- | 2023: 58,00 | 2022: 79,00 | 2021: 42,00 | 2020: 86,00 | 2019: 39,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 18,84 | 3 Sharpe Ratio: 0,62 | 5 Correlazione: 99,25 | Beta: 1,12 | Alfa: -2,77 | Tracking error: 3,06 | Info Ratio: -0,58 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2021-11-18
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2021-11-18