THEAM Quant World Climate Carbon Offset Plan Privilege EUR Acc
ISIN: LU2051099518
Categoria Morningstar: Global Large-Cap Blend Equity
Società: BNP Paribas Asset Management
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 |