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Mirova Global Sustainable Equity R/A (EUR)

classificato 13 su 37 di - Temi globali su un periodo di 1 mesi
All calculations are in EUR unless stated

Gestito da

Jens Peers

Jens Peers manages an array of ecological and technology oriented funds. Peers joined KBC Bank as an investment advisor in 1998 and took on a financial analyst role at KBC Asset Management three years later. Born in Kortrijk, Belgium, in December 1973, Peers holds a degree in applied economic sciences from the University of Antwerp. Away from the office he is a keen guitar player and sportsman.

Obiettivo

The investment objective of the fund is to outperform the MSCI World Dividend Net Reinvested in euro Index through investments in companies whose businesses include activities related to sustainable investment themes over the recommended minimum investment period of 5 years. The sub-fund invests at least 80% in world equity securities of companies who are developing products or services to respond to key sustainable issues on 8 sustainable themes: energy, mobility, building and cities, management of natural resources, consumption, healthcare, IT and finance.

Performance

Temi globali su un periodo di : 30/10/2018 - 30/11/2018

Rendimento totale

Performance trimestrale

a 30/09/2018 Annuale T1 T2 T3 T4
2018 -2,1% 6,1% 5,4%
2017 12,5% 6,7% 0,2% 1,4% 3,8%
2016 0,9% -5,5% 1,3% 4,4% 0,9%
2015 15,5% 17,2% -2,6% -7,7% 9,6%
2014 12,9% 0,8% 4,0% 1,1% 6,5%

Performance mensile

Rendimento vs rischio

Asset Allocation

Ripartizione dell'investimento

30/06/2018

I 10 principali strumenti in portafogliolio

Azioni Dimensioni
Alphabet Inc ORD 5,20%
Mastercard Inc ORD 4,87%
Microsoft Corp ORD 4,64%
Thermo Fisher Scientific Inc ORD 4,17%
Eaton Corporation PLC ORD 3,60%
Ecolab Inc ORD 3,39%
Danaher Corp ORD 3,28%
Essilor International Compagnie Generale D Optique SA ORD 3,08%
KBC Groep NV ORD 3,00%
Novo Nordisk A/S ORD 2,94%
30/06/2018

Registrato Per La Vendita In

  1. Austria
  2. Belgio
  3. Francia
  4. Germania
  5. Italia
  6. Lussemburgo
  7. Paesi Bassi
  8. Spagna
  9. Svizzera
  10. Regno Unito

Informazioni sul fondo

  • Inizio collocamento25/10/2013
  • Dimensione share class08Mn
  • Valuta di baseEUR
  • ISIN LU0914729966

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo1

Commissioni

  • Commissioni di gestione annuale1,60%

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).