The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing, either directly or, indirectly, through openended UCIs and UCITS, in a diversified portfolio of: - equity and equity-linked instruments, issued by any companies worldwide; - debt and debt-related instruments, issued by both governmental and nongovernmental issuers worldwide, which may be Investment Grade or subInvestment Grade securities, including convertible bonds and bonds cum warrants; - Money Market Instruments, Credit Institution Deposits for treasury purposes and/or in case of unfavourable market conditions. The Sub-Fund seeks to identify the investment opportunities by focusing on companies, sectors or geographical regions that benefit from innovations and activities intended to mitigate or adapt to the impact of the climate change.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
Rendimento annuo: Fondo |
1 anno: 22,13 |
3 anni: 0,54 |
5 anni: 3,01 |
Inizio: 2,93 |
2024: 10,21 |
2023: 3,59 |
2022: -12,94 |
2021: 9,20 |
2020: 6,63 |
Rendimento annuo: Categoria |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio: -
| 2024: - |
2023: - |
2022: - |
2021: - |
2020: - |
Rendimento annuo: Percentile |
1 anno: - |
3 anni: - |
5 anni: - |
Inizio:-
| 2024: - |
2023: - |
2022: - |
2021: - |
2020: - |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 10,73 |
3 Sharpe Ratio: -0,37 |
5 Correlazione: - |
Beta: - |
Alfa: - |
Tracking error: - |
Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2024-10-24
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2024-10-24