HSBC Global Investment Funds - Global Equity Climate Change EC (PLN)Registreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 29,1 | 14,7 | -24,2 | 6,8 | 3,4 | |
+/-Cat | 7,1 | -7,9 | -6,6 | -0,5 | 0,0 | |
+/-Idx | 22,8 | -12,8 | -11,6 | -11,2 | -4,6 | |
Categorie: Aandelen Sector Ecologie | ||||||
Categorie Benchmark: Morningstar Global TME NR USD |
Kerngegevens | ||
Koers 14-05-2024 | PLN 48,32 | |
Rendement 1 Dag | -0,35% | |
Morningstar Categorie™ | Aandelen Sector Ecologie | |
Vestigingsland | Luxemburg | |
ISIN | LU0323240373 | |
Grootte Fonds (Mil) 14-05-2024 | USD 267,18 | |
Grootte Fondsklasse (Mil) 14-05-2024 | USD 2,35 | |
Aankoopkosten (Max) | 5,00% | |
Lopende Kosten Factor 24-07-2023 | 2,35% |
Beleggingsdoelstelling: HSBC Global Investment Funds - Global Equity Climate Change EC (PLN) |
The sub-fund aims to provide long term total return by investing in companies that may benefit from the transition to a low carbon economy. The sub-fund aims to do this with a lower carbon intensity and a higher environmental, social and governance (“ESG”) rating, calculated respectively as a weighted average of the carbon intensities and ESG ratings given to the issuers of the sub-fund’s investments, than the weighted average of the constituents of the MSCI AC World Net index. The sub-fund invests in normal market conditions a minimum of 70% of its net assets in equities and equity equivalent securities of companies with revenue exposure to climate transition themes (“Climate Transition Themes”) which are domiciled in, based in, carry out business activities in, or are listed on a Regulated Market in, any country including both developed markets and Emerging Markets. The sub-fund may also invest in eligible closed-ended Real Estate Investment Trusts (“REITs”). |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Henry Wong 12-07-2022 | ||
Nicholas Dowell 12-07-2022 | ||
Oprichtingsdatum 13-03-2008 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI ACWI NR USD | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? HSBC Global Investment Funds - Global Equity Climate Change EC (PLN) | 30-04-2024 |
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Top 5 posities | Sector | % |
Trane Technologies PLC Class A | Industrie | 5,58 |
Ecolab Inc | Grondstoffen | 4,77 |
Schneider Electric SE | Industrie | 4,68 |
Microsoft Corp | Technologie | 4,61 |
Prysmian SpA | Industrie | 4,55 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
HSBC Global Investment Funds - Global Equity Climate Change EC (PLN) |