Swedbank Robur Transition Global A

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: SE0000537680

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Swedbank Robur

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 and natural resources, health and well-being, demographics and diversity, and innovation and security. The fund has a long-term investment horizon and an active investment strategy focused on a selection of companies. The fund complies with Swedbank Robur’s Policy for Responsible Investment and also applies an extended exclusion level. Read more in the fund’s Information Brochure and swedbankrobur.se. Sustainability and climate work is an integrated part in our investment strategy. The fund consists of share classes, for more information see the Information Brochure.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 18,90 3 anni: 6,70 5 anni: 12,79 Inizio: 11,38 2024: 13,29 2023: 13,67 2022: -17,04 2021: 32,52 2020: 19,91
Rendimento annuo: Categoria 1 anno: 19,64 3 anni: 3,40 5 anni: 9,89 Inizio: - 2024: 13,43 2023: 18,79 2022: -22,48 2021: 22,14 2020: 17,10
Rendimento annuo: Percentile 1 anno: 54,00 3 anni: 22,00 5 anni: 13,00 Inizio:- 2024: 45,00 2023: 74,00 2022: 23,00 2021: 10,00 2020: 31,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 95,03 Beta: 0,84 Alfa: -0,26 Tracking error: 6,06 Info Ratio: -0,05
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-07-17
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2024-07-17