Asteria Funds - Planet Impact Global Equities C USD Acc

- -Buona relazione rischio/rendimento
ISIN: LU2150141856
Categoria Morningstar: Sector Equity Ecology
Società: Asteria Investment Managers
ISIN: LU2150141856
Categoria Morningstar: Sector Equity Ecology
Società: Asteria Investment Managers
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 |