Natixis International Funds (Lux) I - Thematics AI and Robotics Fund S/A (USD)

ISIN: LU1923622705

Categoria Morningstar: Sector Equity Technology

Empresa: Natixis Investment Managers

The investment objective of the fund is long-term growth of capital through an investment process systematically including Environmental, Social and Governance (“ESG”) considerations. The Fund promotes environmental or social characteristics, but does not have as its objective a sustainable investment. The Fund may, however, invest partially in assets that have a sustainable objective. The Fund invests primarily in equity securities of companies around the world that have been identified by the Investment Manager as being participants in or having an exposure to potential growth relating to the investment theme of global artificial intelligence (“AI”) and robotics (hereinafter the “Investable Universe”).

Rentabilidade anual 1 ano 3 anos 5 anos Início 2024 2023 2022 2021 2020
Rentabilidade anual: Fundo 1 ano: 17,87 3 anos: 9,50 5 anos: 16,30 Início: 19,91 2024: 9,95 2023: 33,90 2022: -26,40 2021: 36,54 2020: 32,88
Rentabilidade anual: Categoria 1 ano: 21,49 3 anos: 4,47 5 anos: 17,47 Início: - 2024: 13,12 2023: 34,58 2022: -32,03 2021: 22,57 2020: 36,03
Rentabilidade anual: Percentil 1 ano: 58,00 3 anos: 27,00 5 anos: 45,00 Início:- 2024: 52,00 2023: 55,00 2022: 24,00 2021: 17,00 2020: 48,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: - 3 Rácio de Sharpe: - 5 Correlação: 96,14 Beta: 0,94 Alfa: -6,08 Tracking error: 6,74 Rácio de informação: -1,10
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2024-07-19
Fonte: Morningstar. Dados em euros. Categoria: Sector Equity Technology. Data: 2024-07-19