Increase the value of its assets over the medium term by investing directly and/or indirectly (through UCITS, UCIs, or ETFs) in bonds or shares of issuers selected based on their practices and activities linked to sustainable development. This sub-fund invests directly or indirectly (through funds, i.e. UCITS, UCIs, or ETFs) in bonds or shares of issuers selected based on the best-inclass approach (which selects issuers that demonstrate superior social and environmental responsibility, while implementing robust corporate governance practices within their sector of activity) and/or sustainable thematic approach.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 9,11 3 anni: -0,07 5 anni: 2,68 Inizio: 2,43 2024: 2,89 2023: 8,02 2022: -15,75 2021: 9,89 2020: 4,49
Rendimento annuo: Categoria 1 anno: 10,14 3 anni: 1,23 5 anni: 3,28 Inizio: - 2024: 4,77 2023: 8,34 2022: -12,94 2021: 9,41 2020: 2,37
Rendimento annuo: Percentile 1 anno: 73,00 3 anni: 83,00 5 anni: 65,00 Inizio:- 2024: 91,00 2023: 57,00 2022: 82,00 2021: 46,00 2020: 29,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,48 3 Sharpe Ratio: -0,19 5 Correlazione: 98,46 Beta: 1,20 Alfa: -3,59 Tracking error: 2,50 Info Ratio: -1,41
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-05-16
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2024-05-16