To increase the value of the Shareholder’s investment over the long term (5 years or more), and aim to support the transition towards a net zero economy that is also more resilient to higher temperatures by investing in equities of companies that are either providing solutions that help tackle the impacts of climate change or transitioning their business models towards a net zero and/or warmer economy, and by engaging with portfolio companies.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
| Rendimento annuo: Fondo |
1 anno: 23,55 |
3 anni: 6,41 |
5 anni: - |
Inizio: 11,88 |
2024: 10,10 |
2023: 16,12 |
2022: -15,24 |
2021: 21,17 |
2020: - |
| Rendimento annuo: Categoria |
1 anno: 7,69 |
3 anni: 0,21 |
5 anni: 7,67 |
Inizio: -
| 2024: 3,33 |
2023: 7,36 |
2022: -17,59 |
2021: 22,63 |
2020: 21,99 |
| Rendimento annuo: Percentile |
1 anno: 8,00 |
3 anni: 14,00 |
5 anni: - |
Inizio:-
| 2024: 8,00 |
2023: 13,00 |
2022: 29,00 |
2021: 58,00 |
2020: - |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 14,10 |
3 Sharpe Ratio: 0,14 |
5 Correlazione: 95,95 |
Beta: 0,96 |
Alfa: -2,02 |
Tracking error: 4,65 |
Info Ratio: -0,51 |
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-26
Fonte: Morningstar.
Dati in euros.
Categoria: Sector Equity Ecology. Data: 2024-04-26
