THEAM Quant World Climate Carbon Offset Plan Privilege EUR Acc

ISIN: LU2051099518

Categoria Morningstar: Global Large-Cap Blend Equity

Società: BNP Paribas Asset Management

The objective of the Sub-fund is (i) to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on worldwide markets or operating on these markets, the components of which are chosen using a systematic selection method based on environmental, social and governance criteria (ESG) as well as a carbon emission and energy transition criteria and companies financial robustness, and (ii) to offset its carbon footprint. The Sub-fund will not invest more than 10% of its net assets in units or shares of UCITS or other UCIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 23,60 3 anni: 7,85 5 anni: 10,28 Inizio: 10,41 2024: 20,82 2023: 14,46 2022: -11,61 2021: 27,84 2020: 3,26
Rendimento annuo: Categoria 1 anno: 22,59 3 anni: 5,65 5 anni: 9,28 Inizio: - 2024: 17,09 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 57,00 3 anni: 47,00 5 anni: 48,00 Inizio:- 2024: 58,00 2023: 62,00 2022: 24,00 2021: 44,00 2020: 63,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,41 3 Sharpe Ratio: 0,13 5 Correlazione: 97,66 Beta: 1,07 Alfa: -1,91 Tracking error: 4,01 Info Ratio: -0,48
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-06
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-12-06