"expressed in EURO, seeks to achieve capital appreciation over the recommended holding period by investing primarily in a diversified portfolio of equity and equity related instruments (such as derivatives with equity as underlying, ETFs and mutual funds). The sub-fund is poised to take advantage of short-term market opportunities by shifting exposures based on short term market forecast or by taking a hedge against short term market risks. The sub-fund will invest in a wide range of equity, and financial derivative instruments that give exposure to equity as well as fixed income assets, with the aim of generating an absolute positive performance. The sub-fund has maximum flexibility to perform indirect investments through financial derivative instruments in a broad range of sectors and in any geographical region including emerging markets.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2025 2024 2023 2022 2021
Rendimento annuo: Fondo 1 anno: 9,17 3 anni: - 5 anni: - Inizio: 7,08 2025: 0,16 2024: 8,84 2023: - 2022: - 2021: -
Rendimento annuo: Categoria 1 anno: 5,90 3 anni: 3,20 5 anni: 7,10 Inizio: - 2025: -0,29 2024: 8,95 2023: 8,26 2022: -12,16 2021: 9,69
Rendimento annuo: Percentile 1 anno: 55,00 3 anni: - 5 anni: - Inizio:- 2025: 97,00 2024: 46,00 2023: - 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 Flexible Allocation - Global. Data: 2025-03-20
Fonte: Morningstar. Dati in euros. Categoria: EUR Flexible Allocation - Global. Data: 2025-03-20