JSS Sustainable Equity - Green Planet I EUR distS'inscrire pour voir les notations |
Performance du fonds | 30-04-2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | - | 30,3 | -16,9 | 12,7 | 4,9 | |
+/-Cat | - | 7,7 | 0,6 | 5,3 | 1,4 | |
+/-Ind | - | 2,7 | -4,3 | -5,3 | -3,2 | |
Catégorie: Actions Secteur Ecologie | ||||||
Benchmark: Morningstar Global TME NR USD |
Vue d’Ensemble | ||
VL 16-05-2024 | EUR 152,00 | |
Évolution jour | -0,54% | |
Catégorie Morningstar | Actions Secteur Ecologie | |
ISIN | LU1732172850 | |
Fund Size (Mil) 30-04-2024 | EUR 385,66 | |
Share Class Size (Mil) 30-04-2024 | EUR 1,45 | |
Frais de souscription max | - | |
frais courants 08-04-2024 | 1,05% | |
Fermé aux nouvelles souscriptions | non |
Objectif d’Investissement: JSS Sustainable Equity - Green Planet I 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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Frais de gestion | ||
Nom du gérant Date de début | ||
Daniel Lurch 30-09-2020 | ||
Tomasz Godziek 01-06-2022 | ||
Date de création 31-08-2020 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
Not Benchmarked | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? JSS Sustainable Equity - Green Planet I EUR dist | 31-03-2024 |
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5 premières lignes | Secteur | % |
Republic Services Inc | Industriels | 5,17 |
Microsoft Corp | Technologie | 4,71 |
PTC Inc | Technologie | 3,67 |
Siemens AG | Industriels | 3,59 |
Veolia Environnement SA | Industriels | 3,58 |
Hausse Baisse Nouveau dans le portefeuille | ||
JSS Sustainable Equity - Green Planet I EUR dist |