Candriam Sustainable Equity Climate Action, N - Capitalisation/  LU2363112876  /

Fonds
NAV17/10/2024 Var.+0.0600 Type of yield Focus sugli investimenti Società d'investimento
111.0700USD +0.05% reinvestment Equity Worldwide Candriam 

Investment strategy

The fund seeks to achieve capital growth by investing in the principal assets traded and selecting companies involved in activities which enable the mitigation of, or the adaptation to climate change. In this context, the benchmark below will be used as investment universe. The management team makes discretionary investment choices on the basis of an economic/financial analysis process as well as on a Candriam"s proprietary analysis of Environmental, Social and Governance (ESG) considerations, both indicative of risks and long-term opportunities, along with a specific screening based on climate change thematic considerations. Firstly, investment ideas are screened and scored. All selected companies have been identified as a provider of direct and tangible solutions to tackle climate change and/or global warming. Secondly, each company is assessed through a financial framework according to five fundamental criteria: quality of management, business growth, competitive advantage, value creation, and financial leverage.
 

Investment goal

The fund seeks to achieve capital growth by investing in the principal assets traded and selecting companies involved in activities which enable the mitigation of, or the adaptation to climate change. In this context, the benchmark below will be used as investment universe.
 

Dati master

Type of yield: reinvestment
Fondi Categoria: Equity
Region: Worldwide
Settore: Mixed Sectors
Benchmark: MSCI ACWI (Net Return)
Business year start: 01/01
Ultima distribuzione: -
Banca depositaria: CACEIS Bank, Luxembourg Branch
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Austria, Germany, Switzerland, Luxembourg, Czech Republic
Gestore del fondo: Vincent Meuleman, Marouane Bouchriha
Volume del fondo: 1.06 bill.  USD
Data di lancio: 20/05/2019
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 2.00%
Investimento minimo: - USD
Deposit fees: -
Redemption charge: 0.00%
Prospetto semplificato: -
 

Società d'investimento

Funds company: Candriam
Indirizzo: 19-21 route d'Arlon, 8009, Strassen
Paese: Luxembourg
Internet: www.candriam.com
 

Attività

Stocks
 
97.37%
Cash
 
2.63%

Paesi

United States of America
 
53.93%
France
 
7.72%
Ireland
 
7.55%
Canada
 
4.77%
Netherlands
 
4.22%
Switzerland
 
4.17%
Spain
 
2.95%
United Kingdom
 
2.79%
Cash
 
2.63%
Jersey
 
1.93%
Germany
 
1.80%
Denmark
 
1.43%
Sweden
 
1.26%
Taiwan, Province Of China
 
1.24%
Belgium
 
0.96%
Altri
 
0.65%

Filiali

Industry
 
31.60%
IT/Telecommunication
 
26.93%
Commodities
 
15.77%
Utilities
 
11.09%
Consumer goods
 
3.96%
Healthcare
 
3.90%
Cash
 
2.63%
real estate
 
2.07%
Finance
 
1.48%
Energy
 
0.57%