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