The Compartment’s objective is to outperform global equity markets over a long‐term period (minimum of five years) by investing in international equities with the best practices in reducing inequalities based on relevant extra‐financial performance indicators to assess their remuneration and fiscal policies; their health, education and diversity practices; basic product access, as well as their ethics and respect of fundamental rights.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 17,45 | 3 anni: 5,91 | 5 anni: - | Inizio: 8,21 | 2024: 11,01 | 2023: 12,15 | 2022: -14,89 | 2021: 22,29 | 2020: 6,89 |
| Rendimento annuo: Categoria | 1 anno: 16,29 | 3 anni: 3,27 | 5 anni: 8,04 | Inizio: - | 2024: 4,89 | 2023: 19,50 | 2022: -19,49 | 2021: 16,97 | 2020: 14,11 |
| Rendimento annuo: Percentile | 1 anno: 69,00 | 3 anni: 71,00 | 5 anni: - | Inizio:- | 2024: 21,00 | 2023: 75,00 | 2022: 60,00 | 2021: 74,00 | 2020: 32,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 13,02 | 3 Sharpe Ratio: 0,06 | 5 Correlazione: 98,21 | Beta: 0,96 | Alfa: -3,33 | Tracking error: 3,09 | Info Ratio: -1,18 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2024-04-12
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2024-04-12