Lonvia Avenir Mid-Cap Euro Clean share

ISIN: LU2240056791

Categoria Morningstar: Eurozone Mid-Cap Equity

Società: Lonvia Capital

The purpose of this Sub-Fund is to outperform the MSCI EMU SMID Cap Index (NR, EUR), (the “Benchmark”) for share classes in EUR currency and MSCI EMU SMID Cap Index (NR, USD) for the share class in USD currency(the “Benchmark”) through the selection of small and mid-cap companies with business models judged to be sustainable and value-creating with a long-term investment perspective, distinguished by their social and environmental policies and the quality of their governance, and whose activity aims to contribute to the Sustainable Development Goals (SDGs).

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 0,39 3 anni: -3,47 5 anni: - Inizio: 0,25 2024: 1,72 2023: 8,91 2022: -36,62 2021: 38,06 2020: -
Rendimento annuo: Categoria 1 anno: 1,31 3 anni: 0,72 5 anni: 4,26 Inizio: - 2024: 0,02 2023: 9,27 2022: -21,64 2021: 19,06 2020: 5,97
Rendimento annuo: Percentile 1 anno: 48,00 3 anni: 79,00 5 anni: - Inizio:- 2024: 40,00 2023: 54,00 2022: 99,00 2021: 2,00 2020: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 24,12 3 Sharpe Ratio: -0,04 5 Correlazione: 88,53 Beta: 1,34 Alfa: -4,66 Tracking error: 12,44 Info Ratio: -0,43
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Mid-Cap Equity. Data: 2024-02-19
Fonte: Morningstar. Dati in euros. Categoria: Eurozone Mid-Cap Equity. Data: 2024-02-19