Swisscanto (LU) Equity Fund Systematic Responsible USA AT
LU0230111667
Swisscanto (LU) Equity Fund Systematic Responsible USA AT/ LU0230111667 /
NAV13/06/2024 |
Chg.+0.9200 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
455.4500USD |
+0.20% |
reinvestment |
Equity
Mixed Sectors
|
Swisscanto AM Int. ▶ |
Stratégie d'investissement
The investment objective is to generate long-term capital growth along with an adequate return by investing in the shares of companies in the USA.
The fund invests at least 80% of its assets in the equity securities of companies whose registered office or primary business activities are in the USA. At least 2/3 of the investments are selected by systematically taking into account ESG criteria in accordance with responsibility requirements. The fund is classified under Article 8 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»).
Objectif d'investissement
The investment objective is to generate long-term capital growth along with an adequate return by investing in the shares of companies in the USA.
Opérations
Type de rendement: |
reinvestment |
Fonds Catégorie: |
Equity |
Pays: |
United States of America |
Branche: |
Mixed Sectors |
Benchmark: |
MSCI USA TR Net |
Début de l'exercice: |
01/04 |
Dernière distribution: |
- |
Banque dépositaire: |
CACEIS Investor Services Bank S.A. |
Domicile: |
Luxembourg |
Permission de distribution: |
Austria, Germany, Switzerland, Luxembourg |
Gestionnaire du fonds: |
Zürcher Kantonalbank |
Actif net: |
104.53 Mio.
USD
|
Date de lancement: |
18/11/2005 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
5.00% |
Frais d'administration max.: |
0.85% |
Investissement minimum: |
- USD |
Deposit fees: |
- |
Frais de rachat: |
0.00% |
Prospectus simplifié: |
Télécharger (Version imprimée) |
Société de fonds
Société de fonds: |
Swisscanto AM Int. |
Adresse: |
Rue de Bitbourg 19, 1273, Luxembourg |
Pays: |
Luxembourg |
Internet: |
www.swisscanto.lu
|
Actifs
Stocks |
|
95.52% |
Autres |
|
4.48% |
Pays
United States of America |
|
93.87% |
Ireland |
|
1.21% |
United Kingdom |
|
0.27% |
Argentina |
|
0.18% |
Autres |
|
4.47% |
Branches
IT/Telecommunication |
|
39.96% |
Consumer goods |
|
15.59% |
Healthcare |
|
11.97% |
Finance |
|
10.61% |
Industry |
|
7.13% |
Energy |
|
3.62% |
real estate |
|
2.42% |
Commodities |
|
2.39% |
Utilities |
|
1.82% |
Autres |
|
4.49% |