Natixis International Funds (Lux) I - Thematics AI and Robotics Fund S/A USD

ISIN: LU1923622705

Categoria Morningstar: Sector Equity Technology

Società: Natixis Investment Managers

The investment objective of the fund is long-term growth of capital through an investment process systematically including Environmental, Social and Governance (“ESG”) considerations. The Fund promotes environmental or social characteristics, but does not have as its objective a sustainable investment. The Fund may, however, invest partially in assets that have a sustainable objective. The Fund invests primarily in equity securities of companies around the world that have been identified by the Investment Manager as being participants in or having an exposure to potential growth relating to the investment theme of global artificial intelligence (“AI”) and robotics (hereinafter the “Investable Universe”).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 25,99 3 anni: 13,45 5 anni: 18,01 Inizio: 20,92 2024: 11,85 2023: 33,90 2022: -26,40 2021: 36,54 2020: 32,88
Rendimento annuo: Categoria 1 anno: 27,56 3 anni: 6,13 5 anni: 17,28 Inizio: - 2024: 10,35 2023: 34,58 2022: -32,03 2021: 22,57 2020: 36,03
Rendimento annuo: Percentile 1 anno: 59,00 3 anni: 22,00 5 anni: 43,00 Inizio:- 2024: 54,00 2023: 55,00 2022: 24,00 2021: 17,00 2020: 48,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 96,84 Beta: 0,97 Alfa: -3,96 Tracking error: 6,02 Info Ratio: -0,76
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Technology. Data: 2024-05-23
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Technology. Data: 2024-05-23