Increase the value of its assets over the medium term by investing directly and/or indirectly (through UCITS, UCIs, or ETFs) in bonds or shares of issuers selected based on their practices and activities linked to sustainable development. This sub-fund invests directly or indirectly (through funds, i.e. UCITS, UCIs, or ETFs) in bonds or shares of issuers selected based on the best-inclass approach (which selects issuers that demonstrate superior social and environmental responsibility, while implementing robust corporate governance practices within their sector of activity) and/or sustainable thematic approach.
| Rendimento annuo |
1 anno |
3 anni |
5 anni |
Inizio |
2024 |
2023 |
2022 |
2021 |
2020 |
| Rendimento annuo: Fondo |
1 anno: 5,56 |
3 anni: -1,50 |
5 anni: 1,89 |
Inizio: 2,33 |
2024: -0,02 |
2023: 8,02 |
2022: -15,75 |
2021: 9,89 |
2020: 4,49 |
| Rendimento annuo: Categoria |
1 anno: 7,59 |
3 anni: 0,14 |
5 anni: 2,50 |
Inizio: -
| 2024: 1,85 |
2023: 8,34 |
2022: -12,94 |
2021: 9,41 |
2020: 2,37 |
| Rendimento annuo: Percentile |
1 anno: 73,00 |
3 anni: 83,00 |
5 anni: 62,00 |
Inizio:-
| 2024: 81,00 |
2023: 57,00 |
2022: 82,00 |
2021: 46,00 |
2020: 29,00 |
| Rischio |
Volatilità |
Sharpe Ratio |
Correlazione |
Beta |
Alfa |
Tracking error |
Info Ratio |
| Rischio: 3 anni |
1 Volatilità: 10,41 |
3 Sharpe Ratio: -0,09 |
5 Correlazione: 98,40 |
Beta: 1,20 |
Alfa: -3,75 |
Tracking error: 2,49 |
Info Ratio: -1,40 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Moderate Allocation - Global. Data: 2024-04-18
Fonte: Morningstar.
Dati in euros.
Categoria: EUR Moderate Allocation - Global. Data: 2024-04-18
