The Sub-fund's investment objective is to achieve medium and long-term capital growth. The Sub-fund aims to achieve its investment objective by actively managing a portfolio made up of equity and equity-related securities and/or bonds issued by Italian companies. The Sub-fund aims to increase the value of its capital by investing primarily in securities issued by Italian companies, with a medium and long-term perspective.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 6,13 | 3 anni: 2,71 | 5 anni: 3,55 | Inizio: 1,92 | 2024: 2,18 | 2023: 10,85 | 2022: -13,24 | 2021: 20,61 | 2020: -1,88 |
| Rendimento annuo: Categoria | 1 anno: 6,98 | 3 anni: 1,73 | 5 anni: 3,58 | Inizio: - | 2024: 2,68 | 2023: 11,73 | 2022: -13,64 | 2021: 16,68 | 2020: 1,07 |
| Rendimento annuo: Percentile | 1 anno: 72,00 | 3 anni: 53,00 | 5 anni: 71,00 | Inizio:- | 2024: 76,00 | 2023: - | 2022: - | 2021: - | 2020: - |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 10,57 | 3 Sharpe Ratio: 0,29 | 5 Correlazione: 91,70 | Beta: 0,82 | Alfa: -2,20 | Tracking error: 4,67 | Info Ratio: -0,72 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation. Data: 2024-04-17
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Aggressive Allocation. Data: 2024-04-17