Swisscanto (LU) Equity Fund Sustainable Climate AT
LU0275317336
Swisscanto (LU) Equity Fund Sustainable Climate AT/ LU0275317336 /
NAV07.11.2024 |
Zm.+0,5500 |
Typ dystrybucji dochodów |
Kategoria |
Firma inwestycyjna |
162,2000EUR |
+0,34% |
z reinwestycją |
Akcje
Światowy
|
Swisscanto AM Int. ▶ |
Strategia inwestycyjna
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.
Cel inwestycyjny
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.
Dane podstawowe
Typ dystrybucji dochodów: |
z reinwestycją |
Kategoria funduszy: |
Akcje |
Region: |
Światowy |
Branża: |
Różne sektory |
Benchmark: |
MSCI World TR Net |
Początek roku obrachunkowego: |
01.04 |
Last Distribution: |
- |
Bank depozytariusz: |
CACEIS Bank, Luxembourg Branch |
Kraj pochodzenia funduszu: |
Luxemburg |
Zezwolenie na dystrybucję: |
Austria, Niemcy, Szwajcaria, Luxemburg, Czechy |
Zarządzający funduszem: |
Zürcher Kantonalbank |
Aktywa: |
104,79 mln
EUR
|
Data startu: |
22.02.2007 |
Koncentracja inwestycyjna: |
- |
Warunki
Opłata za nabycie: |
5,00% |
Max. Administration Fee: |
1,45% |
Minimalna inwestycja: |
- EUR |
Opłaty depozytowe: |
- |
Opłata za odkupienie: |
0,00% |
Uproszczony prospekt: |
Ściągnij (Wersja do wydruku) |
Firma inwestycyjna
TFI: |
Swisscanto AM Int. |
Adres: |
6, route de Trèves, L-2633, Luxemburg |
Kraj: |
Luxemburg |
Internet: |
www.swisscanto.com
|
Aktywa
Akcje |
|
99,56% |
Gotówka |
|
0,44% |
Kraje
USA |
|
54,45% |
Kanada |
|
8,87% |
Irlandia |
|
7,68% |
Niemcy |
|
6,96% |
Chiny |
|
4,41% |
Holandia |
|
3,33% |
Francja |
|
2,61% |
Włochy |
|
2,43% |
Dania |
|
2,25% |
Szwecja |
|
1,53% |
Tajwan, Chiny |
|
1,50% |
Japonia |
|
1,31% |
Szwajcaria |
|
1,17% |
Norwegia |
|
0,57% |
Hiszpania |
|
0,49% |
Gotówka |
|
0,44% |
Branże
Przemysł |
|
65,94% |
IT/Telekomunikacja |
|
19,62% |
Dostawcy |
|
7,89% |
Dobra konsumpcyjne |
|
3,18% |
Towary |
|
2,93% |
Pieniądze |
|
0,44% |