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: 3,76 3 anni: 1,12 5 anni: 9,23 Inizio: 3,18 2025: -3,79 2024: 10,73 2023: 9,09 2022: -16,33 2021: 16,92
Rendimento annuo: Categoria 1 anno: 5,71 3 anni: 4,13 5 anni: 10,27 Inizio: - 2025: -1,86 2024: 12,28 2023: 10,91 2022: -14,42 2021: 16,02
Rendimento annuo: Percentile 1 anno: 62,00 3 anni: 79,00 5 anni: 62,00 Inizio:- 2025: 71,00 2024: 65,00 2023: 70,00 2022: 70,00 2021: 45,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,37 3 Sharpe Ratio: 0,16 5 Correlazione: 98,02 Beta: 1,10 Alfa: -5,91 Tracking error: 2,67 Info Ratio: -2,12
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2025-03-19
Fonte: Morningstar. Dati in euros. Categoria: EUR Aggressive Allocation - Global. Data: 2025-03-19