The investment objective of the Sub-Fund is: (i) To outperform the MSCI World Index ACWI (Net Total Return) over the recommended minimum investment period of 5 years; (ii) to achieve long-term capital growth; through investments in companies that contribute to the achievement of sustainable development goals designed to be a scheme to achieve a better and more sustainable future for all and to generate social and/or environmental change with a focus on climate and environment-friendly solutions and offer superior financial growth prospect.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 2,35 3 anni: 5,54 5 anni: - Inizio: 7,72 2025: -4,25 2024: 13,97 2023: 12,56 2022: -15,77 2021: 29,48
Rendimento annuo: Categoria 1 anno: -1,44 3 anni: 0,87 5 anni: 10,04 Inizio: - 2025: -5,25 2024: 7,76 2023: 7,36 2022: -17,59 2021: 22,63
Rendimento annuo: Percentile 1 anno: 26,00 3 anni: 21,00 5 anni: - Inizio:- 2025: 29,00 2024: 26,00 2023: 30,00 2022: 34,00 2021: 19,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,53 3 Sharpe Ratio: 0,03 5 Correlazione: 96,97 Beta: 1,07 Alfa: -4,63 Tracking error: 4,40 Info Ratio: -1,09
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-14
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-14