The Sub-fund has as its sustainable investment objective to further the transformation and decarbonization of the global energy sector through investments in clean energy production sources, energy efficient products and infrastructure as well as technologies supporting the electrification of the industrial, transportation and heating sectors. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Affordable and clean energy goal (SDG 7), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Climate action (SDG 13). In addition to pursuing the sustainable investment objective, the Sub-fund at the same time aims to provide long term capital growth.
| Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|---|---|---|
| Rentabilidade anual: Fundo | 1 ano: -2,80 | 3 anos: 2,35 | 5 anos: 16,32 | Início: 8,12 | 2025: -8,80 | 2024: 9,93 | 2023: 9,01 | 2022: -16,41 | 2021: 26,92 |
| Rentabilidade anual: Categoria | 1 ano: -12,56 | 3 anos: -12,99 | 5 anos: 7,25 | Início: - | 2025: -2,26 | 2024: -12,63 | 2023: -7,36 | 2022: -16,53 | 2021: -0,57 |
| Rentabilidade anual: Percentil | 1 ano: 19,00 | 3 anos: 10,00 | 5 anos: 6,00 | Início:- | 2025: 37,00 | 2024: 11,00 | 2023: 10,00 | 2022: 79,00 | 2021: 6,00 |
| Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
|---|---|---|---|---|---|---|---|
| Risco: 3 anos | 1 Volatilidade: 24,18 | 3 Rácio de Sharpe: -0,03 | 5 Correlação: 89,08 | Beta: 1,43 | Alfa: 5,43 | Tracking error: 14,25 | Rácio de informação: 0,12 |
Fonte: Morningstar.
Dados em euros.
Categoria: Sector Equity Alternative Energy. Data: 2025-03-13
Fonte: Morningstar.
Dados em euros.
Categoria: Sector Equity Alternative Energy. Data: 2025-03-13