Swisscanto (LU) Equity Fund Sustainable Climate GT/  LU0866303620  /

Fonds
NAV19/09/2024 Diferencia+6.4800 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
261.0000EUR +2.55% reinvestment Equity Worldwide Swisscanto AM Int. 

Estrategia de inversión

The investment objective is to generate long-term capital growth along with an adequate return by investing worldwide in shares that contribute to reducing climate change or its consequences, and which are compatible with the Sustainable approach. The fund invests at least 80% of its assets in equity securities of companies that contribute to reducing climate change or its consequences. The fund invests at least 80% of its assets in assets pursant to the sustainability approach. The fund is classified under Article 9 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector («SFDR»). The securities are selected on a discretionary basis using a consistent investment process (active management). With regard to portfolio composition, the selection of stocks and the associated weightings are focused on companies from the MSCI World TR Net. The portfolio composition may deviate significantly from this benchmark index. The investment policy is to outperform the benchmark index. The Asset Manager may at any time deviate - significantly or insignificantly, positively or negatively - from the benchmark index by actively overweighting or underweighting individual securities and sectors based on market conditions and risk assessments.
 

Objetivo de inversión

The investment objective is to generate long-term capital growth along with an adequate return by investing worldwide in shares that contribute to reducing climate change or its consequences, and which are compatible with the Sustainable approach.
 

Datos maestros

Tipo de beneficio: reinvestment
Categoría de fondos: Equity
Región: Worldwide
Sucursal: Mixed Sectors
Punto de referencia: MSCI World TR Net
Inicio del año fiscal: 01/04
Última distribución: -
Banco depositario: CACEIS Bank, Luxembourg Branch
País de origen: Luxembourg
Permiso de distribución: Austria, Germany, Switzerland, Czech Republic
Gestor de fondo: Zürcher Kantonalbank
Volumen de fondo: 100.03 millones  EUR
Fecha de fundación: 08/11/2013
Enfoque de la inversión: -

Condiciones

Recargo de emisión: 5.00%
Max. Comisión de administración: 0.57%
Inversión mínima: - EUR
Deposit fees: -
Cargo por amortización: 0.00%
Prospecto simplificado: Descargar (Versión para imprimir)
 

Sociedad de fondos

Fondos de empresa: Swisscanto AM Int.
Dirección: Rue de Bitbourg 19, 1273, Luxembourg
País: Luxembourg
Internet: www.swisscanto.lu
 

Activos

Stocks
 
99.56%
Cash
 
0.44%

Países

United States of America
 
50.47%
Canada
 
10.01%
Ireland
 
7.92%
Germany
 
6.78%
China
 
4.40%
Denmark
 
3.48%
Netherlands
 
2.45%
Italy
 
2.44%
France
 
2.36%
Jersey
 
2.23%
Taiwan, Province Of China
 
1.50%
Switzerland
 
1.36%
Sweden
 
1.23%
Japan
 
1.22%
Norway
 
0.98%
Otros
 
1.17%

Sucursales

Industry
 
67.10%
IT/Telecommunication
 
18.50%
Utilities
 
8.21%
Commodities
 
3.08%
Consumer goods
 
2.67%
Cash
 
0.44%