The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The objective of this Sub-Fund is to achieve capital appreciation over the recommended holding period by investing 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 non-governmental issuers worldwide, which may be Investment Grade or subInvestment Grade securities, including convertible bonds and bonds cum warrants; - Money Market Instruments, deposits subject to call with a maximum term of 12 months and cash.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: -8,03 | 3 anni: -2,69 | 5 anni: - | Inizio: -2,27 | 2023: -1,18 | 2022: -8,66 | 2021: 6,31 | 2020: -2,85 | 2019: - |
| Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
| Rendimento annuo: Percentile | 1 anno: - | 3 anni: - | 5 anni: - | Inizio:- | 2023: - | 2022: - | 2021: - | 2020: - | 2019: - |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 8,40 | 3 Sharpe Ratio: -0,28 | 5 Correlazione: - | Beta: - | Alfa: - | Tracking error: - | Info Ratio: - |
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2023-05-26
Fonte: Morningstar.
Dati in euros.
Categoria: Other Allocation. Data: 2023-05-26