Swisscanto (LU) Equity Fund Sustainable Climate AA
LU2417103780
Swisscanto (LU) Equity Fund Sustainable Climate AA/ LU2417103780 /
NAV2024-11-07 |
Chg.+0.3600 |
Type of yield |
Investment Focus |
Investment company |
106.8500EUR |
+0.34% |
paying dividend |
Equity
Worldwide
|
Swisscanto AM Int. ▶ |
Investment strategy
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.
Investment goal
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.
Master data
Type of yield: |
paying dividend |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Mixed Sectors |
Benchmark: |
MSCI World TR Net |
Business year start: |
04-01 |
Last Distribution: |
- |
Depository bank: |
CACEIS Bank, Luxembourg Branch |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
Fund manager: |
Zürcher Kantonalbank |
Fund volume: |
104.79 mill.
EUR
|
Launch date: |
2021-12-09 |
Investment focus: |
- |
Conditions
Issue surcharge: |
5.00% |
Max. Administration Fee: |
1.45% |
Minimum investment: |
- EUR |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
Download (Print version) |
Investment company
Funds company: |
Swisscanto AM Int. |
Address: |
6, route de Trèves, L-2633, Luxemburg |
Country: |
Luxembourg |
Internet: |
www.swisscanto.com
|
Countries
United States of America |
|
54.45% |
Canada |
|
8.87% |
Ireland |
|
7.68% |
Germany |
|
6.96% |
China |
|
4.41% |
Netherlands |
|
3.33% |
France |
|
2.61% |
Italy |
|
2.43% |
Denmark |
|
2.25% |
Sweden |
|
1.53% |
Taiwan, Province Of China |
|
1.50% |
Japan |
|
1.31% |
Switzerland |
|
1.17% |
Norway |
|
0.57% |
Spain |
|
0.49% |
Cash |
|
0.44% |
Branches
Industry |
|
65.94% |
IT/Telecommunication |
|
19.62% |
Utilities |
|
7.89% |
Consumer goods |
|
3.18% |
Commodities |
|
2.93% |
Cash |
|
0.44% |