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