Performance & Momentum
6 Months
2.76 %
1 Year
9.17 %
3 Years
6.36 %
5 Years
19.86 %
Strategic Analysis
This fund is positioned in the US equity segment by integrating strict ESG criteria and a low carbon footprint, aligned with a sustainable and responsible approach. Its construction is based on a specialized US sector index, providing targeted exposure to the US market while limiting environmental impact.
Strengths
- Rigorous integration of ESG criteria for sustainable and responsible selection
- Focus on reducing carbon emissions, in line with green investing trends
- Exposure to large US companies through a recognized sector index
Weaknesses
- Recent performance has declined over one year, indicating possible volatility in the face of economic cycles
- Neutral momentum, reflecting moderate dynamics in a fluctuating market environment
Momentum
Current momentum indicates a consolidation phase, with a balance between positive and negative factors. The lack of major news and mixed performance call for caution regarding the fund's ability to capture an upswing in the US market while maintaining its ESG criteria.
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