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-in-class 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: 10,16 3 anni: -1,14 5 anni: 0,52 Inizio: 2,25 2024: 6,75 2023: 7,45 2022: -15,90 2021: 3,36 2020: 2,35
Rendimento annuo: Categoria 1 anno: 9,78 3 anni: 0,75 5 anni: 1,72 Inizio: - 2024: 7,63 2023: 6,34 2022: -10,93 2021: 3,85 2020: 1,53
Rendimento annuo: Percentile 1 anno: 27,00 3 anni: 88,00 5 anni: 82,00 Inizio:- 2024: 51,00 2023: 30,00 2022: 93,00 2021: 56,00 2020: 40,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 8,74 3 Sharpe Ratio: -0,35 5 Correlazione: 98,28 Beta: 1,33 Alfa: - Tracking error: 2,64 Info Ratio: -0,35
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-04
Fonte: Morningstar. Dati in euros. Categoria: EUR Cautious Allocation - Global. Data: 2024-12-04