Candriam Sustainable Equity Japan R JPY CapRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31/03/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | -14,5 | 11,0 | 12,0 | |||
+/-Cat | -2,2 | -3,7 | 0,4 | |||
+/-Idx | -3,5 | -5,1 | -1,7 | |||
Morningstar Restructure Date: 15/10/2021 | ||||||
Categorie: Aandelen Japan Large-Cap | ||||||
Benchmark: Morningstar Japan TME NR JPY | ||||||
Als gevolg van een verandering in de strategie van dit fonds zijn de prestaties van dit fonds voor 15/10/2021 niet langer relevant en wordt het rendement niet meer weergegeven |
Kerngegevens | ||
Koers 26/04/2024 | JPY 17707,00 | |
Rendement 1 Dag | -0,03% | |
Morningstar Categorie™ | Aandelen Japan Large-Cap | |
ISIN | LU1720120192 | |
Grootte Fonds (Mil) 26/04/2024 | JPY 81406,16 | |
Grootte Fondsklasse (Mil) 26/04/2024 | JPY 23,20 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 01/03/2024 | 1,10% | |
Gesloten voor nieuwe beleggers | nee |
Beleggingsdoelstelling: Candriam Sustainable Equity Japan R JPY Cap |
The aim of the Sub-Fund is to enable shareholders to benefit from the growth potential of the Japanese equity markets with an investment in equities based on fundamental and technical characteristics, as well as a proprietary analysis of ESG criteria, financial company fundamentals and risk metrics and to outperform the benchmark. In line with the SICAV’s overall sustainability objectives, the Sub-Fund aims to contribute to reducing greenhouse gas emissions through specific targets as well as the integration of climate related indicators in equity securities analysis and aims to have long-term positive impact on environment and social domains. The Sub-Fund is intended for investors who are prepared to accept the risks of participating in equity market developments, together with the level of volatility generally associated therewith. |
Returns | ||||||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Bart Goosens 07/11/2016 | ||
Bart Paredis 07/11/2016 | ||
Click here to see others | ||
Oprichtingsdatum 02/07/2018 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI Japan NR JPY | Morningstar Japan TME NR JPY |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Candriam Sustainable Equity Japan R JPY Cap | 31/03/2024 |
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Top 5 posities | Sector | % |
Toyota Motor Corp | Cyclische Consumptiegoederen | 7,70 |
Hitachi Ltd | Industrie | 3,77 |
Tokyo Electron Ltd | Technologie | 3,69 |
Sumitomo Mitsui Financial Group Inc | Financiële Dienstverlening | 3,01 |
Nintendo Co Ltd | Communicatiediensten | 3,00 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Candriam Sustainable Equity Japan R JPY Cap |