THEAM Quant - Equity Europe Climate Care C EUR Capitalisation
ISIN: LU1353195891
Categoria Morningstar: Europe Flex-Cap Equity
Società: BNP Paribas Asset Management
The objective of the Sub-fund is to increase the value of its assets over the medium term by being exposed to a dynamic basket of equities listed on European markets or operating on these markets, the components of which are chosen using a systematic selection method based on environmental, social and governance criteria (ESG) as well as a carbon emission and energy transition criteria. The Sub-fund will not invest more than 10% of its net assets in units or shares of UCITS or other UCIs.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 1,83 | 3 anni: -1,49 | 5 anni: 2,08 | Inizio: 3,46 | 2024: 0,56 | 2023: 11,88 | 2022: -21,46 | 2021: 18,09 | 2020: -0,58 |
| Rendimento annuo: Categoria | 1 anno: 7,33 | 3 anni: 1,78 | 5 anni: 4,84 | Inizio: - | 2024: 3,41 | 2023: 13,15 | 2022: -16,51 | 2021: 21,43 | 2020: 2,08 |
| Rendimento annuo: Percentile | 1 anno: 84,00 | 3 anni: 84,00 | 5 anni: 86,00 | Inizio:- | 2024: 87,00 | 2023: 59,00 | 2022: 73,00 | 2021: 68,00 | 2020: 53,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,71 | 3 Sharpe Ratio: 0,01 | 5 Correlazione: 97,91 | Beta: 1,20 | Alfa: -10,12 | Tracking error: 4,34 | Info Ratio: -2,12 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2024-04-22
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2024-04-22