RobecoSAM Global SDG Equities S EUR

ISIN: LU2145461161

Categoria Morningstar: Global Large-Cap Blend Equity

Società: Robeco

The Sub-fund has as its sustainable investment objective to advance the United Nations Sustainable Development Goals (UN SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs. In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth. The Sub-fund will take exposure of at least two-thirds of its total assets to equities of companies all over the world, which includes companies incorporated or having the major part of their business activities in mature economies (developed markets) as well as in developing economies (emerging markets) and exhibiting a high level of sustainability and which present a positive influence on the United Nations Sustainable Development Goals.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 18,77 3 anni: 7,65 5 anni: 9,70 Inizio: 9,94 2024: 9,24 2023: 13,75 2022: -13,04 2021: 25,67 2020: 5,25
Rendimento annuo: Categoria 1 anno: 14,19 3 anni: 2,48 5 anni: 7,81 Inizio: - 2024: 3,38 2023: 19,50 2022: -19,49 2021: 16,97 2020: 14,11
Rendimento annuo: Percentile 1 anno: 49,00 3 anni: 42,00 5 anni: 48,00 Inizio:- 2024: 27,00 2023: 66,00 2022: 40,00 2021: 56,00 2020: 50,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 12,22 3 Sharpe Ratio: 0,22 5 Correlazione: 97,60 Beta: 0,91 Alfa: -0,69 Tracking error: 3,64 Info Ratio: -0,28
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-23
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Blend Equity. Data: 2024-04-23