Candriam Sustainable Equity World, VP - Capitalisation
LU2713794555
Candriam Sustainable Equity World, VP - Capitalisation/ LU2713794555 /
NAV25/06/2024 |
Diferencia+7.5900 |
Tipo de beneficio |
Enfoque de la inversión |
Sociedad de fondos |
1,150.8800EUR |
+0.66% |
reinvestment |
Equity
Worldwide
|
Candriam ▶ |
Estrategia de inversión
The fund seeks to achieve capital growth by investing in the principal assets traded and to ouperform the benchmark.
The investment process consists of two steps. Firstly, the eligible Environmental, Social and Governance (ESG) universe is defined using Candriam"s ESG proprietary analysis. Secondly, based on this universe, a portfolio is constructed taking into account several dimensions such as financial company fundamentals, ESG factors and risk metrics (liquidity, volatility, correlation etc.) using a quantitative investment framework. This framework enables the portfolio management team to compute expected returns and risks using mathematical models based on financial company fundamentals, ESG factors and risk metrics and to construct a portfolio taking into account these expected returns and risks as well as other criteria.The fund"s sustainable investment objective is to contribute to reducing greenhouse gas emissions through specific targets as well as the integration of climate related indicators in issuer and securities analysis. The fund also aims to have long-term positive impact on environment and social objectives. More specifically the fund aims to achieve overall greenhouse gas emissions at least 30% lower than those of the benchmark. To achieve these objectives the fund implements a combination of positive selection of the best issuers based on ESG criteria, exclusion of issuers detrimental to these objectives or deemed to prone to controversies.
Objetivo de inversión
The fund seeks to achieve capital growth by investing in the principal assets traded and to ouperform the benchmark.
Datos maestros
Tipo de beneficio: |
reinvestment |
Categoría de fondos: |
Equity |
Región: |
Worldwide |
Sucursal: |
Mixed Sectors |
Punto de referencia: |
MSCI World NR |
Inicio del año fiscal: |
01/01 |
Última distribución: |
- |
Banco depositario: |
CACEIS Bank, Luxembourg Branch |
País de origen: |
Luxembourg |
Permiso de distribución: |
Austria, Germany, Switzerland |
Gestor de fondo: |
Bart Goosens, Tanguy Cornet, Dave Benichou, Erwin De Winter |
Volumen de fondo: |
1.9 mil millones
EUR
|
Fecha de fundación: |
19/12/2023 |
Enfoque de la inversión: |
- |
Condiciones
Recargo de emisión: |
0.00% |
Max. Comisión de administración: |
0.30% |
Inversión mínima: |
15,000,000.00 EUR |
Deposit fees: |
- |
Cargo por amortización: |
0.00% |
Prospecto simplificado: |
- |
Sociedad de fondos
Fondos de empresa: |
Candriam |
Dirección: |
19-21 route d'Arlon, 8009, Strassen |
País: |
Luxembourg |
Internet: |
www.candriam.com
|
Países
United States of America |
|
66.61% |
Japan |
|
6.22% |
United Kingdom |
|
4.07% |
Germany |
|
3.76% |
Canada |
|
3.17% |
Switzerland |
|
2.65% |
France |
|
2.01% |
Netherlands |
|
1.88% |
Denmark |
|
1.78% |
Ireland |
|
1.53% |
Australia |
|
1.23% |
Italy |
|
0.85% |
Hong Kong, SAR of China |
|
0.76% |
Finland |
|
0.68% |
Cash |
|
0.52% |
Otros |
|
2.28% |
Sucursales
IT/Telecommunication |
|
39.23% |
Consumer goods |
|
16.39% |
Healthcare |
|
14.05% |
Finance |
|
13.35% |
Industry |
|
7.06% |
Commodities |
|
4.23% |
real estate |
|
4.22% |
Utilities |
|
0.94% |
Cash |
|
0.52% |
Otros |
|
0.01% |