HSBC Global Investment Funds - Global Lower Carbon Equity BC (EUR)S'inscrire pour voir les notations |
Performance du fonds | 30-04-2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | - | 31,0 | -12,7 | 16,1 | 9,8 | |
+/-Cat | - | 5,2 | 1,5 | 0,6 | 2,7 | |
+/-Ind | - | 3,5 | -0,1 | -1,9 | 1,7 | |
Catégorie: Actions Internationales Gdes Cap. Mixte | ||||||
Benchmark: Morningstar Global TME NR USD |
Vue d’Ensemble | ||
VL 17-05-2024 | EUR 17,91 | |
Évolution jour | -0,42% | |
Catégorie Morningstar | Actions Internationales Gdes Cap. Mixte | |
ISIN | LU1689524814 | |
Fund Size (Mil) 17-05-2024 | USD 337,03 | |
Share Class Size (Mil) 17-05-2024 | USD 0,69 | |
Frais de souscription max | 5,00% | |
frais courants 24-07-2023 | 0,75% | |
Fermé aux nouvelles souscriptions | non |
Objectif d’Investissement: HSBC Global Investment Funds - Global Lower Carbon Equity BC (EUR) |
The sub-fund aims to provide long-term total return by investing in a portfolio of equities, while promoting ESG characteristics within the meaning of Article 8 of SFDR. The sub-fund aims to do this with a lower carbon intensity and higher environmental, social and governance (“ESG”) rating, calculated respectively as a weighted average of the carbon intensities and ESG ratings of the sub-fund’s investments, than the weighted average of the constituents of the MSCI World (the “Reference Benchmark”). The sub-fund invests in normal market conditions a minimum of 90% of its net assets in accordance with the Lower Carbon Strategy as described below, in equities and equity-equivalent securities of companies which are domiciled in, based in, carry out the larger part of their business activities in, or are listed on a Regulated Market in developed markets. |
Returns | |||||||||||||
|
Frais de gestion | ||
Nom du gérant Date de début | ||
Not Disclosed 31-01-2018 | ||
Date de création 03-04-2020 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
MSCI World NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
|
Que détient ce fonds ? HSBC Global Investment Funds - Global Lower Carbon Equity BC (EUR) | 31-03-2024 |
|
|
5 premières lignes | Secteur | % |
Microsoft Corp | Technologie | 5,00 |
Apple Inc | Technologie | 3,32 |
NVIDIA Corp | Technologie | 3,00 |
Amazon.com Inc | Consommation Cyclique | 1,70 |
UnitedHealth Group Inc | Santé | 1,57 |
Hausse Baisse Nouveau dans le portefeuille | ||
HSBC Global Investment Funds - Global Lower Carbon Equity BC (EUR) |