Eurizon Fund Equity Planet R

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU2050470850

Categoria Morningstar: Sector Equity Ecology

Società: Eurizon

To increase the value of your investment over time and to outperform global equity markets (as measured by the benchmark). The fund mainly invests in equities of companies that may benefit from long-term global trends to preserve the planet such as renewable energy, energy efficiency, sustainable food, waste management and pollution treatment. These companies may be from anywhere in the world, including emerging markets. The fund generally favours direct investment but may at times invest through derivatives. Specifically, the fund normally invests at least 70% of total net assets in equities and equity-related instruments, including convertible bonds.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 4,56 3 anni: 4,75 5 anni: 11,80 Inizio: 6,57 2025: -6,47 2024: 18,76 2023: 14,33 2022: -19,25 2021: 28,24
Rendimento annuo: Categoria 1 anno: -1,58 3 anni: 0,54 5 anni: 9,65 Inizio: - 2025: -0,52 2024: 1,01 2023: 11,12 2022: -22,66 2021: 13,97
Rendimento annuo: Percentile 1 anno: 15,00 3 anni: 25,00 5 anni: 36,00 Inizio:- 2025: 62,00 2024: 13,00 2023: 19,00 2022: 63,00 2021: 25,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 15,10 3 Sharpe Ratio: 0,01 5 Correlazione: 97,65 Beta: 1,09 Alfa: -5,18 Tracking error: 4,06 Info Ratio: -1,30
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-14