BNP Paribas Funds Sustainable Europe Multi-Factor Equity I EUR Capitalisation

ISIN: LU1956135914

Categoria Morningstar: Europe Flex-Cap Equity

Società: BNP Paribas Asset Management

The implemented strategy aims at increasing the value of a portfolio of euro equities, issued primarily by socially responsible companies, over the medium term using a systematic security selection approach combining several factor styles. Investment policy At all times, this sub-fund invests at least 75% of its assets in equities and/or equity equivalent securities issued by companies that have their registered offices in the Eurozone.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 18,05 3 anni: 11,70 5 anni: 6,11 Inizio: 7,34 2023: 14,93 2022: -11,04 2021: 28,32 2020: -8,81 2019: 24,83
Rendimento annuo: Categoria 1 anno: 11,25 3 anni: 5,41 5 anni: 3,20 Inizio: - 2023: 6,33 2022: -16,51 2021: 21,43 2020: 2,08 2019: 23,07
Rendimento annuo: Percentile 1 anno: 22,00 3 anni: 16,00 5 anni: 15,00 Inizio:- 2023: 11,00 2022: 27,00 2021: 16,00 2020: 86,00 2019: 52,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,00 3 Sharpe Ratio: 0,79 5 Correlazione: 97,76 Beta: 0,94 Alfa: 1,12 Tracking error: 3,29 Info Ratio: 0,18
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2023-09-19
Fonte: Morningstar. Dati in euros. Categoria: Europe Flex-Cap Equity. Data: 2023-09-19