Mirova Euro Sustainable Equity Fund R/C (EUR)
ISIN: LU0914731947
Categoria Morningstar: Eurozone Large-Cap Equity
Società: Natixis Investment Managers
The investment objective of the Sub-Fund is to allocate the capital towards sustainable economic models with environmental and/or social benefits by investing in companies whose economic activity contributes positively to or does not significantly harm the achievement of one or more of the UN Sustainable Development Goals (SDGs) and/or reduces the risk of not achieving one or more of the UN SDGs.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 7,77 | 3 anni: 2,93 | 5 anni: 5,59 | Inizio: 1,66 | 2024: 6,03 | 2023: 14,90 | 2022: -15,27 | 2021: 16,50 | 2020: 0,47 |
| Rendimento annuo: Categoria | 1 anno: 11,02 | 3 anni: 5,47 | 5 anni: 6,63 | Inizio: - | 2024: 7,50 | 2023: 16,95 | 2022: -13,63 | 2021: 21,90 | 2020: -1,69 |
| Rendimento annuo: Percentile | 1 anno: 80,00 | 3 anni: 86,00 | 5 anni: 75,00 | Inizio:- | 2024: 66,00 | 2023: 76,00 | 2022: 72,00 | 2021: 91,00 | 2020: 30,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 15,57 | 3 Sharpe Ratio: 0,29 | 5 Correlazione: 98,77 | Beta: 0,99 | Alfa: -4,14 | Tracking error: 2,43 | Info Ratio: -1,86 |
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2024-04-23
Fonte: Morningstar.
Dati in euros.
Categoria: Eurozone Large-Cap Equity. Data: 2024-04-23