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 |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: -0,43 |
3 anni: 3,68 |
5 anni: 3,90 |
Inizio: 2,94 |
2023: 4,32 |
2022: -16,33 |
2021: 16,92 |
2020: 6,53 |
2019: 21,18 |
| Rendimento annuo: Categoria |
1 anno: 4,22 |
3 anni: 4,09 |
5 anni: 3,40 |
Inizio: -
| 2023: 6,88 |
2022: -14,42 |
2021: 16,02 |
2020: 4,01 |
2019: 18,67 |
| Rendimento annuo: Percentile |
1 anno: 90,00 |
3 anni: 53,00 |
5 anni: 36,00 |
Inizio:-
| 2023: 72,00 |
2022: 70,00 |
2021: 45,00 |
2020: 28,00 |
2019: 32,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 12,70 |
3 Sharpe Ratio: 0,36 |
5 Correlazione: 96,43 |
Beta: 1,02 |
Alfa: -4,08 |
Tracking error: 3,38 |
Info Ratio: -1,26 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2023-09-18
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation - Global. Data: 2023-09-18
