JSS Sustainable Equity - Tech Disruptors I USD (BRL hedged) acc
LU1842717883
JSS Sustainable Equity - Tech Disruptors I USD (BRL hedged) acc/ LU1842717883 /
NAV05/09/2024 |
Chg.+0.2500 |
Type of yield |
Investment Focus |
Investment company |
128.0900USD |
+0.20% |
reinvestment |
Equity
Worldwide
|
J.S.Sarasin Fd.M. LU ▶ |
Investment strategy
The Fund integrates environmental, social and governance aspects (ESG) along the investment process with the aim to reduce controversial exposures, align the portfolio with international norms, mitigate sustainability risks, harness opportunities emanating from ESG trends as well as to get a better-informed perspective of portfolio holdings. The Fund seeks to mitigate risks and harness opportunities that derive from megatrends in sustainability (such as resource scarcity, demographic transition, climate change, accountability etc.). To this effect, the Fund systematically excludes issuers exposed to controversial activities as detailed by the "JSS standard exclusions" as described in chapter 3.1 of the Fund's prospectus. More than 90% of the Fund's assets must have a JSS ESG Rating. The Fund invests at least 75% of assets in securities using a best-in-class ESG approach.
The Fund is actively managed without replicating any benchmark. The Fund is managed without reference to any benchmark. The assets of the Fund are mainly invested worldwide either directly (min. 67%) or indirectly in equity securities that offer an exposure to emerging and transformational technological trends. The concept differentiates between technology enablers (information technology firms) and technology adopters (non-IT, first movers in respective industries, that are disrupting existing business by implementing technological advances faster than others). Investments are made across sectors and market capitalizations and without any restriction as to the issuer's domicile. This also includes investments in the emerging markets. Emerging markets generally mean the markets of countries which are in the process of becoming modern industrial markets and therefore show higher potential, but also carry a higher risk.
Investment goal
The Fund integrates environmental, social and governance aspects (ESG) along the investment process with the aim to reduce controversial exposures, align the portfolio with international norms, mitigate sustainability risks, harness opportunities emanating from ESG trends as well as to get a better-informed perspective of portfolio holdings. The Fund seeks to mitigate risks and harness opportunities that derive from megatrends in sustainability (such as resource scarcity, demographic transition, climate change, accountability etc.). To this effect, the Fund systematically excludes issuers exposed to controversial activities as detailed by the "JSS standard exclusions" as described in chapter 3.1 of the Fund's prospectus. More than 90% of the Fund's assets must have a JSS ESG Rating. The Fund invests at least 75% of assets in securities using a best-in-class ESG approach.
Additional info
Für diesen Fonds ist derzeit keine aktuelle Preisberechnung verfügbar.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Sector Technology |
Benchmark: |
- |
Business year start: |
01/07 |
Last Distribution: |
- |
Depository bank: |
CACEIS Investor Services Bank S.A. |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Czech Republic |
Fund manager: |
Tomasz Godziek, Daniel Lurch, Hüseyin Turan |
Fund volume: |
393.55 mill.
USD
|
Launch date: |
14/05/2021 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
0.80% |
Minimum investment: |
1,000,000.00 USD |
Deposit fees: |
0.10% |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
J.S.Sarasin Fd.M. LU |
Address: |
17–21, Boulevard Joseph II, 1840, Luxemburg |
Country: |
Luxembourg |
Internet: |
www.jsafrasarasin.lu/internet/lu/
|
Countries
United States of America |
|
81.47% |
Finland |
|
3.87% |
Japan |
|
3.64% |
Korea, Republic Of |
|
3.48% |
China |
|
1.79% |
Israel |
|
1.49% |
Denmark |
|
1.36% |
France |
|
1.16% |
Germany |
|
0.30% |
Others |
|
1.44% |
Branches
IT |
|
75.38% |
Telecommunication Services |
|
14.29% |
Consumer goods, cyclical |
|
4.70% |
Industry |
|
4.20% |
various sectors |
|
1.43% |