The Sub-fund, measured in Euro, aims at providing a positive total return, defined as a mix of capital growth and income. The Sub-fund has a sustainable investment objective and will invest up to 70% of its net assets in equities of companies that participate in the transition to a circular economy through processes such as product recycling, waste reduction, product life extension and renewable resources. The Sub-fund may also invest its net assets in green bonds i.e. corporates, governments and agency bonds, issued to finance, for example, projects that respect the climate and the environment, such as renewable energy, energy efficiency, pollution prevention, clean transport, water management, circular economy, biodiversity protection and green building.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 2,83 3 anni: - 5 anni: - Inizio: 8,79 2025: -5,26 2024: 14,31 2023: 13,40 2022: - 2021: -
Rendimento annuo: Categoria 1 anno: 4,71 3 anni: 2,38 5 anni: 5,89 Inizio: - 2025: 0,79 2024: 5,81 2023: 9,10 2022: -11,66 2021: 9,36
Rendimento annuo: Percentile 1 anno: 36,00 3 anni: - 5 anni: - Inizio:- 2025: 99,00 2024: 2,00 2023: 12,00 2022: - 2021: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation. Data: 2025-03-18
Fonte: Morningstar. Dati in euros. Categoria: EUR Moderate Allocation. Data: 2025-03-18