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: 9,65 |
3 anni: -0,66 |
5 anni: 4,52 |
Inizio: 3,19 |
2024: 5,01 |
2023: 9,09 |
2022: -16,33 |
2021: 16,92 |
2020: 6,53 |
| Rendimento annuo: Categoria |
1 anno: 12,26 |
3 anni: 1,72 |
5 anni: 5,38 |
Inizio: -
| 2024: 8,11 |
2023: 10,91 |
2022: -14,42 |
2021: 16,02 |
2020: 4,01 |
| Rendimento annuo: Percentile |
1 anno: 78,00 |
3 anni: 84,00 |
5 anni: 61,00 |
Inizio:-
| 2024: 80,00 |
2023: 70,00 |
2022: 70,00 |
2021: 45,00 |
2020: 28,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 12,88 |
3 Sharpe Ratio: -0,10 |
5 Correlazione: 97,74 |
Beta: 1,10 |
Alfa: -6,43 |
Tracking error: 2,94 |
Info Ratio: -2,14 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-09-11
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2024-09-11
