Nordea 1 - Glb Diversity Enggmnt BI EUR
- -Buona relazione rischio/rendimento
ISIN: LU1939215312
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Nordea Asset Management
ISIN: LU1939215312
Categoria Morningstar: Global Large-Cap Blend Equity
Società: Nordea Asset Management
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 |