Equity ESG Europe Minimum Volatility
- Fund
- Equity
- Europe
- ESG Product
Product details
NAV Price
Current
Relative Performance
Since 1 Year
Evolution in reference currency (base value 100)
- 1
- 2
| Timespan | Current | Ref. Index | Diff. |
|---|---|---|---|
| 3 months | N/A | N/A | N/A |
| 6 months | N/A | N/A | N/A |
| Year to date | +1.84% | +3.78% | -1.95% |
| 1 year | +5.93% | +7.99% | -2.07% |
| 3 years | +30.99% | +33.97% | -2.98% |
| 5 years | +49.82% | +45.82% | +4.00% |
| 10 years | N/A | N/A | N/A |
| Since inception | +44.25% | +48.40% | -4.15% |
Aggregated performance data last updated on Mar 31, 2026 Past performance is no indication of current or future performance. Fees and commissions incurred at fund level are included in the performance indicated. However, the performance data do not take account of the commissions and costs incurred on the subscription and redemption of units or shares.
Strategy
The fund invests in European stocks, mostly large and mid-caps, using a quantitative investment process that aims to define on a monthly basis the investment portfolio with the lowest volatility within the stocks of its universe. Portfolio construction is based on a proprietary optimization model.
Management commentary
The fund underperformed its benchmark over the period, leading to an underperformance attributable mainly to a negative allocation effect. The main driver of the spread is the strong underweight in the energy sector which performed best during the period. The selection effect was slightly negative, penalised by healthcare and consumer staples. On the other hand, stock selection within consumer discretionary, industrials and materials made a positive contribution. The currency effect is marginal.
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