Aktienfonds • Aktien Ethik, Nachhaltigkeit
Anlageschwerpunkt UBAM - Positive Impact Global Equity - KC SEK ACC
- WKN
- A3D7G8
- ISIN
- LU2576991538
•
124,234 EUR
+0,446 EUR+0,36 %
Geld
124,234 EUR
Brief
124,234 EUR
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Fondsvolumen
84,03 Mio. USD
Ausgabeaufschlag
3,00 %
Laufende Kosten
1,17 %
Morningstar-Rating
Ertragsverwendung
Thesaurierend
Morningstar ESG-Rating
–
Zusammensetzung nach Branchen
Stand:
- Industrie (37,2 %)
- IT/ Telekommunikation (21,1 %)
- Finanzen (12,7 %)
- Gesundheitswesen (11,6 %)
Zusammensetzung nach Land
Stand:
- USA (51,8 %)
- andere Länder (13,3 %)
- Taiwan (8,1 %)
- Niederlande (6,5 %)
Zusammensetzung nach Instrument
Stand:
- Aktien (100,0 %)
Top Holdings zu UBAM - Positive Impact Global Equity - KC SEK ACC
| Wertpapiername | Anteil |
|---|---|
| TAIWAN SEMICONDUCTOR | 6,30 % |
| WESTINGHOUSE AIR BRAKE | 3,40 % |
| ASML HOLDING NV | 3,00 % |
| DEERE | 2,90 % |
| TRANE TECHNOLOGIES PLC | 2,50 % |
| CROWN HOLDINGS INC | 2,50 % |
| BANK OF MONTREAL | 2,50 % |
| CLEAN HARBORS INC | 2,40 % |
| ECOLAB INC | 2,40 % |
| HITACHI LTD | 2,40 % |
| Summe: | 30,30 % |
Stand:
Fondsstrategie zu UBAM - Positive Impact Global Equity - KC SEK ACC
The Fund seeks to grow capital and generate income by investing in shares of worldwide -including Emerging countries- equities. The Fund is actively managed and relatively concentrated (typically under 60 names) with low turn-over and may invest up to 20% of its net assets in warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities and money market instruments. The Fund has no restriction on the percentage invested in small and midcapitalization. 100% of the invested companies are positive contributors to one or more environmental / social objectives. The Fund addresses the United Nation's Sustainable Developments Goals through 6 themes, 3 environmental (healthy ecosystems, climate stability, sustainable communities) and 3 societal (basic needs, health & wellbeing, inclusive & fair economies). The primary sustainable objective is to invest in companies which have products, services and/or processes which contribute to the solution of environmental and/or social problems as defined by the UN, including, but not limited to climate change mitigation, promotion of circular economy solutions, affordable healthcare and education, and the protection and restoration of biodiversity. The construction of the universe is driven by positive inclusion, rather than exclusion. That is to say, through the 6 thematic lenses, the Investment Manager builds a universe through adherence to the the intensity of impact (IMAP) system and positive Environmental, Social and Governance (ESG) credentials.