Amundi Funds - European Equity ESG Improvers H EUR Acc

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

ISIN: LU2151176935

Categoria Morningstar: Europe Large-Cap Blend Equity

Società: Amundi

The Sub-Fund seeks to increase the value of your investment over the recommended holding period. The Sub-Fund is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Sub-Fund invests mainly in a broad range of equities of companies that are headquartered in, or do most of their business in Europe. Whilst the investment manager aims to invest in ESG Rated securities not all investments of the Sub-Fund will have an ESG rating and in any event such investments will not be more than 10% of the Sub-Fund. There are no currency constraints on these investments. While complying with the above policies, the Sub-Fund may also invest in other equities, money market instruments, deposits and up to 10% of its assets in other UCITS/UCIs.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 13,49 3 anni: 4,78 5 anni: - Inizio: 11,55 2024: 9,96 2023: 11,69 2022: -11,12 2021: 26,03 2020: -
Rendimento annuo: Categoria 1 anno: 13,65 3 anni: 4,28 5 anni: 7,23 Inizio: - 2024: 8,45 2023: 14,23 2022: -13,22 2021: 22,95 2020: -1,25
Rendimento annuo: Percentile 1 anno: 57,00 3 anni: 44,00 5 anni: - Inizio:- 2024: 17,00 2023: 79,00 2022: 36,00 2021: 20,00 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 14,35 3 Sharpe Ratio: 0,33 5 Correlazione: 98,56 Beta: 1,04 Alfa: -1,58 Tracking error: 2,46 Info Ratio: -0,63
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-09-12
Fonte: Morningstar. Dati in euros. Categoria: Europe Large-Cap Blend Equity. Data: 2024-09-12