Aktienfonds • Aktien Ethik, Nachhaltigkeit

Anlageschwerpunkt SYCOMORE GLOBAL ECO SOLUTIONS - FC EUR ACC

WKN
A3EK1D
ISIN
LU2412098498
KVG
SYCOMORE ASSET MANAGEMENT
WKN
A3EK1D
KVG
SYCOMORE ASSET MANAGEMENT
ISIN
LU2412098498
KVG
912,413 EUR
-1,535 EUR-0,17 %
Geld
912,413 EUR
Brief
912,413 EUR
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Fondsvolumen
89,17 Mio. EUR
Ausgabeaufschlag
5,00 %
Laufende Kosten
0,76 %
Morningstar-Rating
Ertrags­ver­wendung
Thesaurierend
Morningstar ESG-Rating

Zusammensetzung nach Branchen

IndustrieVersorgerTelekomdiensteRohstoffeHalbleiterelektronikAutomobilbauKonsumgüter zyklischComputer HardwareSoftware
Stand:
  • Industrie (43,0 %)
  • Versorger (20,0 %)
  • Telekomdienste (12,0 %)
  • Rohstoffe (11,0 %)

Zusammensetzung nach Land

EuropaNordamerikaPazifik
Stand:
  • Europa (46,0 %)
  • Nordamerika (45,0 %)
  • Pazifik (9,0 %)

Zusammensetzung nach Instrument

Aktien
Stand:
  • Aktien (100,0 %)

Top Holdings zu SYCOMORE GLOBAL ECO SOLUTIONS - FC EUR ACC

WertpapiernameAnteil
Wabtec5,00 %
Veolia4,30 %
Eaton4,20 %
Republic Services4,00 %
Quanta Services3,70 %
Eon3,60 %
Saint Gobain3,50 %
Infineon3,40 %
Smurfit Westrock3,20 %
Upm-Kymmene2,80 %
Summe:37,70 %
Stand:

Fondsstrategie zu SYCOMORE GLOBAL ECO SOLUTIONS - FC EUR ACC

Sycomore Global Eco Solutions (denominated in EUR) aims to outperform the MSCI AC WORLD index (with dividend reinvested) and to achieve a significant performance over a minimum investment horizon of five years, through a rigorous selection of stocks of companies whose business model, products, services, or production process significantly and positively contribute to the energy and ecological transition challenges, through a thematic SRI strategy. These companies have one or more activities related to energy, transportation and mobility, renovation and construction, circular economy and ecosystems (water, pollution, agriculture, food processing, forestry, fishing…). These stocks, which at all times represent at least 80% of net assets, are selected from global equity markets, without any sector or capitalisation constraints, based on fundamental analysis. The aim of this stock selection process is to identify quality companies whose market price does not reflect the intrinsic value assessed by the management team. The process of researching and selecting stocks in the investment universe includes binding extra-financial criteria and overweights companies whose ESG criteria are consistent with sustainability objectives.