Robeco Sustainable Water D-EUR Capitalisation

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

ISIN: LU2146190835

Categoria Morningstar: Sector Equity Water

Società: Robeco

The Sub-fund has as its sustainable investment objective to mitigate the water scarcity challenge and contribute to clean, safe and sustainable water supply by investing in companies active in the fields of distribution, treatment and quality monitoring of water that enable efficiency gains for more economical water use, more and better wastewater treatment and improved water infrastructure and quality. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Good health and well-being (SDG 3), Clean water and sanitation (SDG 6), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11), Responsible consumption and production (SDG 12), and as well as Life below water (SDG 14). 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: 15,06 3 anni: 3,29 5 anni: 10,54 Inizio: 7,70 2024: 6,83 2023: 14,71 2022: -21,53 2021: 38,47 2020: 11,73
Rendimento annuo: Categoria 1 anno: 11,82 3 anni: -0,93 5 anni: 8,59 Inizio: - 2024: 6,21 2023: 15,86 2022: -22,13 2021: 22,65 2020: 15,92
Rendimento annuo: Percentile 1 anno: 38,00 3 anni: 68,00 5 anni: 57,00 Inizio:- 2024: 72,00 2023: 34,00 2022: 86,00 2021: 20,00 2020: 13,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 95,55 Beta: 0,96 Alfa: -3,22 Tracking error: 6,35 Info Ratio: -0,53
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Water. Data: 2024-07-11
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Water. Data: 2024-07-11