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: 14,60 3 anni: 6,30 5 anni: - Inizio: 8,56 2024: 5,14 2023: 14,46 2022: -11,61 2021: 27,84 2020: 3,26
Rendimento annuo: Categoria 1 anno: 13,86 3 anni: 2,29 5 anni: 7,67 Inizio: - 2024: 3,20 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 61,00 3 anni: 49,00 5 anni: - Inizio:- 2024: 50,00 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: 14,23 3 Sharpe Ratio: 0,17 5 Correlazione: 97,90 Beta: 1,06 Alfa: -1,63 Tracking error: 3,76 Info Ratio: -0,43
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-15
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-15