To provide shareholders with investment growth in the long term. The fund mainly invests in equities of companies from anywhere in the world. In actively managing the fund’s portfolio, the management team focuses on companies that meet our expectations on diversity, such as but not limited to Gender, Ethnicity, Age and Socio-economic Status, or are working actively to improve, for instance through shareholder engagement, in one or several of the diversity areas, and that appear to offer superior growth prospects and investment characteristics.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 31,35 3 anni: 11,12 5 anni: 13,24 Inizio: 13,45 2024: 28,72 2023: 20,38 2022: -14,52 2021: 37,60 2020: 1,16
Rendimento annuo: Categoria 1 anno: 23,24 3 anni: 5,79 5 anni: 9,40 Inizio: - 2024: 17,35 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 8,00 3 anni: 20,00 5 anni: 21,00 Inizio:- 2024: 16,00 2023: 15,00 2022: 56,00 2021: 2,00 2020: 74,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,53 3 Sharpe Ratio: 0,27 5 Correlazione: 95,60 Beta: 0,94 Alfa: 0,59 Tracking error: 4,78 Info Ratio: 0,08
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-06