JSS Sustainable Equity - Green Planet S EUR distRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 29/02/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 16,9 | 30,4 | -17,1 | 12,4 | 4,6 | |
+/-Cat | -5,1 | 7,8 | 0,5 | 5,0 | 2,2 | |
+/-Idx | 10,6 | 2,8 | -4,5 | -5,6 | -2,5 | |
Categorie: Aandelen Sector Ecologie | ||||||
Benchmark: Morningstar Gbl TME NR USD |
Kerngegevens | ||
Koers 27/03/2024 | EUR 165,15 | |
Rendement 1 Dag | 0,80% | |
Morningstar Categorie™ | Aandelen Sector Ecologie | |
ISIN | LU1842716729 | |
Grootte Fonds (Mil) 29/02/2024 | EUR 392,40 | |
Grootte Fondsklasse (Mil) 29/02/2024 | EUR 2,15 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 19/02/2024 | 1,29% | |
Gesloten voor nieuwe beleggers | nee |
Beleggingsdoelstelling: JSS Sustainable Equity - Green Planet S EUR dist |
The fund seeks to achieve long-term capital appreciation through global investments in equities of companies with revenues from products and services that are contributing to green solutions. The objective is to invest in a portfolio of companies of which the average share of «Green» revenues to total revenues is 30% across the portfolio. These companies may be characterised by their contribution to improving water, soil and air quality, preserving biodiversity or fighting against climate change. The fund mainly invests in four areas including ecosystem protection, resource efficiency, new energies and smart mobility. To align the Fund with the «Do No Significant Harm» principles, the eligible investment universe as defined by the proprietary JSS sustainability matrix avoids firms on the exclusion list as well as industry laggards and firms with weak ESG credentials. |
Returns | ||||||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Daniel Lurch 30/09/2020 | ||
Tomasz Godziek 01/06/2022 | ||
Oprichtingsdatum 07/09/2018 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Not Benchmarked | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? JSS Sustainable Equity - Green Planet S EUR dist | 31/01/2024 |
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Top 5 posities | Sector | % |
Republic Services Inc | Industrie | 4,95 |
Microsoft Corp | Technologie | 4,76 |
Veolia Environnement SA | Industrie | 3,87 |
PTC Inc | Technologie | 3,75 |
Roper Technologies Inc | Technologie | 3,69 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
JSS Sustainable Equity - Green Planet S EUR dist |