The Sub-fund has as its sustainable investment objective to create a positive social impact by investing in gender equality leaders combined with sustainable business practices, while at the same time aiming to provide long term capital growth. Gender equality leaders are companies that consciously recognize and promote gender equality by recruiting, nurturing and retaining female talent at all levels of the company's organization, including at the committee and board level. The Sub-fund integrates ESG (i.e. Environmental, Social and corporate Governance) characteristics in the investment process
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2022 |
2021 |
2020 |
2019 |
2018 |
| Rendimento annuo: Fondo |
1 anno: -0,96 |
3 anni: 10,36 |
5 anni: 11,91 |
Inizio: 11,41 |
2022: -9,81 |
2021: 32,72 |
2020: 4,10 |
2019: 29,60 |
2018: -0,01 |
| Rendimento annuo: Categoria |
1 anno: -12,59 |
3 anni: 8,09 |
5 anni: 6,48 |
Inizio: -
| 2022: -14,95 |
2021: 16,97 |
2020: 14,11 |
2019: 23,81 |
2018: -12,17 |
| Rendimento annuo: Percentile |
1 anno: 52,00 |
3 anni: 54,00 |
5 anni: 17,00 |
Inizio:-
| 2022: 77,00 |
2021: 12,00 |
2020: 57,00 |
2019: 27,00 |
2018: 5,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 16,13 |
3 Sharpe Ratio: 0,37 |
5 Correlazione: 96,37 |
Beta: 0,94 |
Alfa: -1,59 |
Tracking error: 4,92 |
Info Ratio: -0,44 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2022-08-11
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Blend Equity. Data: 2022-08-11
