JSS Sustainable Equity - Green Planet Fund P USD distRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31-03-2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 16,0 | 29,1 | -17,8 | 11,6 | 7,6 | |
+/-Cat | -6,0 | 6,5 | -0,2 | 4,2 | 1,8 | |
+/-Idx | 9,7 | 1,6 | -5,1 | -6,4 | -3,0 | |
Categorie: Aandelen Sector Ecologie | ||||||
Categorie Benchmark: Morningstar Gbl TME NR USD |
Kerngegevens | ||
Koers 17-04-2024 | USD 305,14 | |
Rendement 1 Dag | -0,57% | |
Morningstar Categorie™ | Aandelen Sector Ecologie | |
Vestigingsland | Luxemburg | |
ISIN | LU0950593417 | |
Grootte Fonds (Mil) 28-03-2024 | EUR 404,43 | |
Grootte Fondsklasse (Mil) 28-03-2024 | USD 18,86 | |
Aankoopkosten (Max) | 3,00% | |
Lopende Kosten Factor 08-04-2024 | 2,03% |
Beleggingsdoelstelling: JSS Sustainable Equity - Green Planet Fund P USD 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 29-01-2014 |
Advertentie |
Categorie 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 Fund P USD dist | 29-02-2024 |
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Top 5 posities | Sector | % |
Republic Services Inc | Industrie | 5,10 |
Microsoft Corp | Technologie | 4,76 |
Siemens AG | Industrie | 3,83 |
PTC Inc | Technologie | 3,65 |
Roper Technologies Inc | Technologie | 3,60 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
JSS Sustainable Equity - Green Planet Fund P USD dist |