Long-term capital growth by investing in European Equity Markets in accordance with the Sustainable and Responsible Investment Strategy (SRI Strategy). The Investment Manager may engage in foreign currency overlay and thus assume separate foreign currency risks with regard to currencies of OECD member states, even if the Sub-Fund does not include any assets denominated in these respective currencies.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
| Rendimento annuo: Fondo |
1 anno: 15,33 |
3 anni: 7,71 |
5 anni: - |
Inizio: 11,04 |
2024: 8,84 |
2023: 16,71 |
2022: -15,26 |
2021: 27,68 |
2020: - |
| Rendimento annuo: Categoria |
1 anno: 10,91 |
3 anni: 6,23 |
5 anni: 6,98 |
Inizio: -
| 2024: 6,34 |
2023: 14,23 |
2022: -13,22 |
2021: 22,95 |
2020: -1,25 |
| Rendimento annuo: Percentile |
1 anno: 12,00 |
3 anni: 38,00 |
5 anni: - |
Inizio:-
| 2024: 29,00 |
2023: 23,00 |
2022: 74,00 |
2021: 10,00 |
2020: - |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 14,03 |
3 Sharpe Ratio: 0,56 |
5 Correlazione: 96,57 |
Beta: 0,99 |
Alfa: -0,73 |
Tracking error: 3,62 |
Info Ratio: -0,25 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-29
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Large-Cap Blend Equity. Data: 2024-04-29
