Transition Global is an actively managed equity fund that invests worldwide, mainly in companies across a range of sectors that, in Swedbank Robur’s view, provide products, services or activities that contribute to the transition to a more sustainable society. This is a thematic fund with focus on climate change & natural resources, health & well-being, demographics & diversity, & innovation & security. The fund has a long-term investment horizon & an active investment strategy focused on a selection of companies. The fund complies with Swedbank Robur’s Policy for Responsible Investment & also applies an extended exclusion level. Read more in the fund’s Information Brochure & swedbankrobur.se. The recommended investment horizon for the fund is at least 5 years. For more information regarding share classes see the Information Brochure. The performance for Transition Global J up to 17/2-2022 is based on Transition Global MEGA.
Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2023 |
2022 |
2021 |
2020 |
2019 |
Rendimento annuo: Fondo |
1 anno: -7,67 |
3 anni: 20,95 |
5 anni: 12,83 |
Inizio: 11,17 |
2023: 2,68 |
2022: -17,04 |
2021: 32,52 |
2020: 19,91 |
2019: 30,00 |
Rendimento annuo: Categoria |
1 anno: -11,49 |
3 anni: 14,94 |
5 anni: 8,19 |
Inizio: -
| 2023: 3,51 |
2022: -22,48 |
2021: 22,14 |
2020: 17,10 |
2019: 31,60 |
Rendimento annuo: Percentile |
1 anno: 27,00 |
3 anni: 5,00 |
5 anni: 6,00 |
Inizio:-
| 2023: 61,00 |
2022: 23,00 |
2021: 10,00 |
2020: 31,00 |
2019: 68,00 |
Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
Rischio: 3 anni |
1 Volatilità: 16,55 |
3 Sharpe Ratio: 0,59 |
5 Correlazione: 95,27 |
Beta: 0,84 |
Alfa: 4,53 |
Tracking error: 6,90 |
Info Ratio: 0,56 |
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2023-03-23
Fonte: Morningstar.
Dati in euros.
Categoria: Global Large-Cap Growth Equity. Data: 2023-03-23