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: -2,17 |
3 anni: -2,83 |
5 anni: -1,01 |
Inizio: 1,90 |
2023: 1,77 |
2022: -15,90 |
2021: 3,36 |
2020: 2,35 |
2019: 8,38 |
| Rendimento annuo: Categoria |
1 anno: 0,92 |
3 anni: -0,90 |
5 anni: 0,14 |
Inizio: -
| 2023: 2,44 |
2022: -10,93 |
2021: 3,85 |
2020: 1,53 |
2019: 7,49 |
| Rendimento annuo: Percentile |
1 anno: 91,00 |
3 anni: 83,00 |
5 anni: 80,00 |
Inizio:-
| 2023: 45,00 |
2022: 93,00 |
2021: 56,00 |
2020: 40,00 |
2019: 39,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 7,77 |
3 Sharpe Ratio: -0,30 |
5 Correlazione: 97,69 |
Beta: 1,31 |
Alfa: 0,28 |
Tracking error: 2,44 |
Info Ratio: -0,18 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2023-09-18
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Cautious Allocation - Global. Data: 2023-09-18
