Aviva Investors - Climate Transition Global Equity Fund A USD

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: LU2157504429

Categoria Morningstar: Sector Equity Ecology

Società: Aviva Investors

The Fund aims to grow investor's investment and provide an average annual net return greater than the MSCI® All Country World Index (the “Index”) over a rolling 5 year period by investing in shares of global companies responding to climate change by orientating their business models to be resilient in a warmer climate and a lower carbon economy; or providing solutions to mitigate climate change or help communities adapt to the adverse impacts of climate change. At least 90% of the Fund will be invested in shares of Global Companies responding to climate change which meet the Investment Manager’s eligibility criteria.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 2,16 3 anni: 6,04 5 anni: - Inizio: 9,24 2025: -6,21 2024: 20,61 2023: 14,80 2022: -16,11 2021: 20,16
Rendimento annuo: Categoria 1 anno: -2,06 3 anni: -0,65 5 anni: 11,03 Inizio: - 2025: -4,08 2024: 7,76 2023: 7,36 2022: -17,59 2021: 22,63
Rendimento annuo: Percentile 1 anno: 34,00 3 anni: 14,00 5 anni: - Inizio:- 2025: 85,00 2024: 12,00 2023: 17,00 2022: 37,00 2021: 63,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 13,65 3 Sharpe Ratio: 0,14 5 Correlazione: 95,57 Beta: 0,93 Alfa: -2,46 Tracking error: 4,67 Info Ratio: -0,64
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-20
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Ecology. Data: 2025-03-20