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 & 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