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SWC (LU) EF Global Climate Invest DT

classificato 5 su 37 di - Temi globali su un periodo di 1 mesi
All calculations are in EUR unless stated

Gestito da

Roman Boner

As a sustainable equity portfolio manager at Swisscanto Asset Management based in Zurich, Roman Boner is responsible for a number of funds for the firm, dealing in balanced bonds and global equities, which he manages using sustainable balanced, sustainable theme and responsible strategies. Prior to joining Swisscanto in 2013, he was with UBS Global Asset Management from 2007. A member of the CFA Society, Switzerland Roman graduated from the Hochschule für Wirtschaft in Zurich with a degree in Business Administration and is a keen snowboarder.

Obiettivo

The fund invests worldwide mainly in the shares of companies making a contribution towards reducing the climate change or its consequences (Climate Stars). The wide spread of equities over various sectors and countries reduces the risk in comparison with a single investment. On account of this broad diversification, the fund features an efficient risk/return ratio.

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 -5,8% 2,0% 3,8%
2017 16,2% 8,2% 1,3% 3,2% 2,7%
2016 -1,5% -8,6% 1,5% 5,1% 0,9%
2015 7,1% 20,0% -5,0% -14,1% 9,4%
2014 -3,8% 4,5% 1,2% -3,3% -6,0%
2013 23,3% 9,8% -2,0% 5,8% 8,4%
2012 7,2% 8,1% -7,6% 5,6% 1,7%
2011 -27,6% 5,4% -5,9% -24,6% -3,1%
2010 -1,9% 0,2% -4,9% -1,2% 4,4%
2009 37,4% -10,0% 25,5% 13,0% 7,6%
2008 -54,1% -18,5% 3,2% -20,6% -31,2%
2007 12,2% 3,7% -0,4%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Francia
  3. Germania
  4. Italia
  5. Liechtenstein
  6. Lussemburgo
  7. Svizzera

Informazioni sul fondo

  • Inizio collocamento22/02/2007
  • Dimensione share class01Mn
  • Valuta di base
  • ISIN LU0275317682

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,33%

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