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Cours en clôture Fonds  -  28/11/2022
122.71 EUR   -1.41%
Stratégie du fonds géré par EURIZON CAPITAL S.A.
To increase the value of your investment over time and to outperform global equity markets (as measured by the benchmark). In actively managing the fund, the investment manager follows a disciplined three-step process: negative screening: exclusion of companies that are involved in the production of cluster bombs and landmines, derive 25% or more of their revenues from thermal coal, have the least solid financial metrics, or have questionable corporate governance practices; positive screening: identification of companies benefiting from a competitive advantage and having an attractive valuation; best-in-class selection: using a proprietary scoring method, identification of companies with the highest environmental, social or corporate governance (ESG) criteria.
Performances du fonds : Eurizon Equity Planet Z
Performances Historiques Glissantes au 28-11-2022
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds -13.08% +0.34% -5.49% -5.63% -10.19% +21.87% +22.71%
Catégorie -12.21% 4.49% -5.01% 1.01% -11.94% 33.67% -
Indice -8.13% 0.04% -3.41% -0.99% -6.69% 29.53% -
Exposition par type d'actif au 31-03-2022
Long Court Nets
Actions 99.62% 0% 99.62%
Liquidités 0.34% 0% 0.34%
Autres 0.04% 0% 0.04%
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Eurizon Equity Planet R-14.08%17.39%NC0M EUR0%
Eurizon Equity Planet Z-13.08%21.87%NC439M EUR0.6%
Eurizon Equity Planet Z2-13.07%0.00%NC0M USD0%
Autres fonds de la catégorie: Actions Secteur Ecologie
 Nom1er Jan3 ansNotationTaille
AB Sust Climate Solutions A EUR-10.61%0.00%NC0 M EUR
AB Sust Climate Solutions I EUR-9.93%0.00%NC0 M EUR
Abeille Capital Planète-21.74%4.61%NC8 M EUR
Abrdn Glb Clmt and Evm Eq A Acc EUR-18.09%0.00%NC1 M EUR
Abrdn Glb Clmt and Evm Eq I Acc EUR-17.65%0.00%NC0 M EUR
Abrdn Glb Clmt and Evm Eq X Acc EUR-17.68%0.00%NC0 M EUR
Afer Actions Environnement R0.00%0.00%NC1 M EUR
AIS Mandarine Global Transition-14.91%0.00%NC1 M EUR
Allianz Clean Planet A EUR-9.75%0.00%NC13 M EUR
Allianz Clean Planet AT EUR-9.61%0.00%NC20 M EUR
Plus de fonds

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Société de gestion Eurizon Capital S.A.
Date de création 25-11-2019
Date de création 25-11-2019
Devise EUR
Structure Juridique FCP
Catégorie Morningstar Actions Secteur Ecologie
Zone d'investissement Global
Benchmark MSCI World NR EUR 100%
Actifs nets de la part 542 M EUR au 31-05-2022
Fréquence des VL Quotidienne
Dépositaire et conservateur State Street Bank International GmbH, Lu
Commisaire aux comptes KPMG Luxembourg, Société coopérative
Boîte de style Morningstar
Volatilité au 31-05-2021
Ecart-type 1 an: 13.02%
Ratio de Sharpe 1 an 2.39
Performance moyenne 1 an -10.19