The actively managed Sub-Fund aims for a risk and return profile in line with that of the Index as listed in the Appendix II of the Company’s Prospectus. The Sub-Fund aims to enhance the SubFund’s sustainability profile compared to the Index by actively applying ESG screening criteria focusing on positive selection based on a risk analysis of environmental and governance aspects.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
| Rendimento annuo: Fondo |
1 anno: -8,50 |
3 anni: 20,21 |
5 anni: - |
Inizio: 8,42 |
2023: 1,50 |
2022: -13,18 |
2021: 31,32 |
2020: 7,42 |
2019: - |
| Rendimento annuo: Categoria |
1 anno: -7,87 |
3 anni: 16,80 |
5 anni: 7,47 |
Inizio: -
| 2023: 2,10 |
2022: -14,21 |
2021: 25,85 |
2020: 4,68 |
2019: 26,09 |
| Rendimento annuo: Percentile |
1 anno: 42,00 |
3 anni: 15,00 |
5 anni: - |
Inizio:-
| 2023: 51,00 |
2022: 42,00 |
2021: 22,00 |
2020: 28,00 |
2019: - |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 17,80 |
3 Sharpe Ratio: 0,49 |
5 Correlazione: 99,60 |
Beta: 1,02 |
Alfa: 1,19 |
Tracking error: 1,83 |
Info Ratio: 0,75 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2023-03-23
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2023-03-23
