BlackRock Global Funds - Circular Economy Fund X2 USD

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU2041044921

Categoria Morningstar: Sector Equity Ecology

Società: BlackRock

The Fund seeks to maximise total return. The Fund invests at least 80% of its total assets in the equity securities of companies globally that benefit from, or contribute to, the advancement of the “Circular Economy”. Although the intention is to invest only in such equity securities, up to 20% of the total assets of the Fund may be invested in other equity securities, fixed income securities, collective investment schemes or cash (which may not be consistent with the Circular Economy concept) for the purposes of meeting the Fund’s objective or for liquidity purposes. The Circular Economy concept recognises the importance of a sustainable economic system and represents an alternative economic model to the default “make-use-throw away” approach of consumption, which is believed to be unsustainable given scarce resources and the rising cost of managing waste.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 24,45 3 anni: 1,99 5 anni: 8,54 Inizio: 8,76 2024: 9,98 2023: 13,61 2022: -20,88 2021: 28,82 2020: 13,87
Rendimento annuo: Categoria 1 anno: 22,31 3 anni: -0,41 5 anni: 7,57 Inizio: - 2024: 8,27 2023: 7,36 2022: -17,59 2021: 22,63 2020: 21,99
Rendimento annuo: Percentile 1 anno: 40,00 3 anni: 41,00 5 anni: - Inizio:- 2024: 49,00 2023: 24,00 2022: 76,00 2021: 23,00 2020: 65,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,92 3 Sharpe Ratio: -0,06 5 Correlazione: 93,10 Beta: 1,05 Alfa: -6,05 Tracking error: 6,78 Info Ratio: -0,95
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2024-10-25
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2024-10-25