Cumulative performance
1 month | 3 months | 6 months | 1 year | |
ESG allocation | + 9,70 % | + 0,29 % | - 1,78 % | - 3,46 % |
BBG World Large & Mid Cap | + 8,68 % | + 1,77 % | + 0,45 % | + 4,01 % |
Annual performance
2021 | 2022 | |
ESG allocation | + 28,31 % | - 10,89 % |
BBG World Large & Mid Cap | + 27,45 % | - 4,49 % |
Volatility
1 month | 3 months | 6 months | 1 year | |
ESG Aalocation | 11,70 % | 19,56 % | 18,35 % | 15,29 % |
BBG World Large & Mid Cap | 14,14 % | 20,06 % | 18,74 % | 15,49 % |
Risk indicator
Beta | Ratio de sharpe | |
ESG allocation | 0,85 | -0,12 |
Key information
The allocation presented above is a typical portfolio created by Colibri AM using the Bloomberg tool.
The information presented above does not constitute either a contractual element or an investment advice. Past performance is not a reliable indicator of future performance. Management fees are included in the performance. Access to the products and services presented here may be subject to restrictions for certain persons or countries. Tax treatment depends on individual circumstances.
This allocation promotes environmental, social and governance (ESG) criteria within the meaning of Article 8 of Regulation (EU) 2019/2088 on sustainability reporting in the financial services sector (the so-called “SFDR Regulation”). It does not aim to be a sustainable investment. It may invest partially in assets with a sustainable objective, for example as defined by the EU classification.
This allocation is subject to sustainability risks as defined in Article 2(22) of the Regulation (EU) 2019/2088 on sustainability reporting in the financial services sector (the “SFDR Regulation”), by an environmental, social or governance event or condition which, if it occurs, could result in an actual or potential negative impact on the value of the investment.