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 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 9,63 3 anni: 0,55 5 anni: 2,11 Inizio: 2,55 2025: 0,42 2024: 7,53 2023: 8,02 2022: -15,75 2021: 9,89
Rendimento annuo: Categoria 1 anno: 11,00 3 anni: 1,98 5 anni: 2,82 Inizio: - 2025: 1,26 2024: 8,53 2023: 8,34 2022: -12,94 2021: 9,41
Rendimento annuo: Percentile 1 anno: 62,00 3 anni: 82,00 5 anni: 62,00 Inizio:- 2025: 62,00 2024: 62,00 2023: 57,00 2022: 82,00 2021: 46,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 10,60 3 Sharpe Ratio: -0,23 5 Correlazione: 98,34 Beta: 1,21 Alfa: -3,34 Tracking error: 2,59 Info Ratio: -1,31
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2025-01-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation - Global. Data: 2025-01-20