The principal objective of this sub-fund actively managed is to responsibly capture investment opportunities by investing its assets in a diversified portfolio of funds having a sustainability component in order to provide investors with regular return, stability of the value while respecting the principle of diversifying investment risks. Sustainable investing is an investment approach that considers environmental, social and governance (ESG) factors in portfolio selection and management in order to generate long-term competitive financial returns and positive societal impact.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 6,73 | 3 anni: 2,50 | 5 anni: 3,67 | Inizio: 3,72 | 2024: 3,51 | 2023: 3,95 | 2022: -7,27 | 2021: 11,98 | 2020: 0,68 |
| Rendimento annuo: Categoria | 1 anno: 7,83 | 3 anni: 3,36 | 5 anni: 3,48 | Inizio: - | 2024: 3,55 | 2023: 4,03 | 2022: -5,27 | 2021: 10,96 | 2020: -3,08 |
| Rendimento annuo: Percentile | 1 anno: 47,00 | 3 anni: 58,00 | 5 anni: 28,00 | Inizio:- | 2024: 31,00 | 2023: 47,00 | 2022: 65,00 | 2021: 33,00 | 2020: 12,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 6,87 | 3 Sharpe Ratio: -0,37 | 5 Correlazione: 95,57 | Beta: 1,21 | Alfa: 0,35 | Tracking error: 2,76 | Info Ratio: -0,11 |
Fonte: Morningstar.
Dati in euros.
Categoria: USD Cautious Allocation. Data: 2024-04-17
Fonte: Morningstar.
Dati in euros.
Categoria: USD Cautious Allocation. Data: 2024-04-17