The aim of the Sub-fund is to provide long term capital growth while at the same time aiming for a better sustainability profile compared to the Benchmark by promoting certain ESG (i.e. Environmental, Social and corporate Governance) characteristics and integrating sustainability risks in the investment process. The Sub-fund also aims for an improved environmental footprint compared to the Benchmark.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,16 | 3 anni: -3,71 | 5 anni: - | Inizio: 3,68 | 2024: -1,03 | 2023: 6,66 | 2022: -12,47 | 2021: 5,25 | 2020: 9,73 |
| Rendimento annuo: Categoria | 1 anno: 5,69 | 3 anni: -6,91 | 5 anni: 1,26 | Inizio: - | 2024: -0,27 | 2023: 10,33 | 2022: -21,90 | 2021: -2,36 | 2020: 17,69 |
| Rendimento annuo: Percentile | 1 anno: 63,00 | 3 anni: 36,00 | 5 anni: - | Inizio:- | 2024: 76,00 | 2023: 38,00 | 2022: 18,00 | 2021: 44,00 | 2020: 34,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 14,92 | 3 Sharpe Ratio: -0,39 | 5 Correlazione: 95,47 | Beta: 1,09 | Alfa: -0,35 | Tracking error: 5,91 | Info Ratio: -0,20 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: Global Emerging Markets Equity. Data: 2024-04-18