HSBC Global Investment Funds - Global Lower Carbon Equity EC
- -Boa relação risco e retorno
ISIN: LU1689525035
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: HSBC Asset Management
ISIN: LU1689525035
Categoria Morningstar: Global Large-Cap Blend Equity
Empresa: HSBC Asset Management
The sub-fund aims to provide long-term total return by investing in a portfolio of equities, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity and higher environmental, social and governance (“ESG”) rating, calculated respectively as a weighted average of the carbon intensities and ESG ratings of the sub-fund’s investments, than the weighted average of the constituents of the MSCI World (the “Reference Benchmark”). The sub-fund invests in normal market conditions a minimum of 90% of its net assets in accordance with the Lower Carbon Strategy as described below, in equities and equity-equivalent securities of companies which are domiciled in, based in, carry out the larger part of their business activities in, or are listed on a Regulated Market in developed markets.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
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Rentabilidade anual: Fundo | 1 ano: 23,98 | 3 anos: - | 5 anos: - | Início: 6,62 | 2024: 8,89 | 2023: 15,96 | 2022: -13,07 | 2021: - | 2020: - |
Rentabilidade anual: Categoria | 1 ano: 19,62 | 3 anos: 6,66 | 5 anos: 8,75 | Início: - | 2024: 7,31 | 2023: 15,45 | 2022: -14,21 | 2021: 25,85 | 2020: 4,68 |
Rentabilidade anual: Percentil | 1 ano: 31,00 | 3 anos: - | 5 anos: - | Início:- | 2024: 28,00 | 2023: 50,00 | 2022: 40,00 | 2021: - | 2020: - |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
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Risco: 3 anos | 1 Volatilidade: - | 3 Rácio de Sharpe: - | 5 Correlação: - | Beta: - | Alfa: - | Tracking error: - | Rácio de informação: - |