RobecoSAM Smart Energy Equities D EUR

Qualification
Ragione del Rating:
  • -Patrimonio investito dagli investitori locali

ISIN: LU2145461757

Categoria Morningstar: Sector Equity Alternative Energy

Società: Robeco

The Sub-fund has as its sustainable investment objective to further the transformation and decarbonization of the global energy sector through investments in clean energy production sources, energy efficient products and infrastructure as well as technologies supporting the electrification of the industrial, transportation and heating sectors. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Affordable and clean energy goal (SDG 7), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Climate action (SDG 13). In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 0,73 3 anni: 1,91 5 anni: 13,50 Inizio: 8,40 2024: -1,46 2023: 9,01 2022: -16,41 2021: 26,92 2020: 45,61
Rendimento annuo: Categoria 1 anno: -18,12 3 anni: -12,20 5 anni: 8,58 Inizio: - 2024: -10,50 2023: -7,36 2022: -16,53 2021: -0,57 2020: 76,71
Rendimento annuo: Percentile 1 anno: 7,00 3 anni: 7,00 5 anni: 7,00 Inizio:- 2024: 6,00 2023: 10,00 2022: 79,00 2021: 6,00 2020: 60,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 24,93 3 Sharpe Ratio: 0,05 5 Correlazione: 88,96 Beta: 1,46 Alfa: 4,61 Tracking error: 14,70 Info Ratio: 0,11
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Alternative Energy. Data: 2024-04-22
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Alternative Energy. Data: 2024-04-22