The Sub-fund has as its sustainable investment objective to mitigate the resource scarcity challenge by investing in innovative materials and process technologies that use less or substitute resources, are more scalable and support decarbonization, deliver efficiency gains and enable more circular systems including recycling and reuse of materials. The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11), and Responsible consumption and production (SDG 12) as well as 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 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Rentabilidade anual: Fundo | 1 ano: 2,24 | 3 anos: 8,86 | 5 anos: 4,77 | Início: 6,88 | 2023: 7,40 | 2022: -20,63 | 2021: 25,43 | 2020: 19,47 | 2019: 18,89 |
| Rentabilidade anual: Categoria | 1 ano: 18,10 | 3 anos: 7,19 | 5 anos: 5,92 | Início: - | 2023: 7,18 | 2022: -14,85 | 2021: 17,69 | 2020: 16,24 | 2019: 26,05 |
| Rentabilidade anual: Percentil | 1 ano: 73,00 | 3 anos: 56,00 | 5 anos: 85,00 | Início:- | 2023: 28,00 | 2022: 94,00 | 2021: 51,00 | 2020: 2,00 | 2019: 95,00 |
| Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
|---|---|---|---|---|---|---|---|
| Risco: 3 anos | 1 Volatilidade: 23,80 | 3 Rácio de Sharpe: 0,35 | 5 Correlação: 86,67 | Beta: 0,95 | Alfa: 0,40 | Tracking error: 11,92 | Rácio de informação: -0,04 |
Fonte: Morningstar.
Dados em euros.
Categoria: Sector Equity Industrial Materials. Data: 2023-09-19
Fonte: Morningstar.
Dados em euros.
Categoria: Sector Equity Industrial Materials. Data: 2023-09-19