FUNDS - JSS Sustainable Equity - USA P
Last update on: 21/06/2018

JSS Sustainable Equity - USA P

Investment Trusts
JSS Investmentfonds SICAV
Sarasin Investmentfonds SICAV
Asset Manager
Bank J. Safra Sarasin Ltd

Fund data (Equity Fund)

Fund size

(as of 31/05/2018)

19.57 mil. USD
Share class size

(as of 31/05/2018)

18.80 mil. USD
ISIN LU0526864581
Fund price (as of 21/06/2018)
Offer 207.61 USD
Bid n.s.

Growth (as of 21/06/2018) *

10 Years n.s.
5 Years 84.33 %
3 Years 13.35 %
1 Year 6.58 %
Current year 8.57 %
Benchmark S&P 500 NR Index

* in Euro (€)

Master data of Funds
Launch date 29/10/2010
Available in AT, BE, CH, DE, DK, ES, FR, GB, GI, IE, IT, LI, LU, NL, SE, SG
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment objective of Sarasin Sustainable Equity - USA is a long-term capital growth through a diversified investment in U.S. stocks
Investment strategy The Sarasin Sustainable Equity - USA invests in shares of America companies that consider environmental, social and governance aspects and thus contribute to a sustainable economy .
Investment process The theme of sustainability is taken into account within the overall investment process (the industry analysis till to portfolio construction). Only companies which belong to the sustainable investment universe due to their ESG performance, eligible for investment in question. The overall rating of a company (and thus the classification in the Sarasin Sustainability matrix) is composed of this enterprise valuation and an assessment of them carried out independently of the industry.
Positive criteria Safra used numerous environmental, social and governance ( ESG ) Criteria for the analysis of individual companies;

In the area of environmental e.g:
Climate change
Environmental capital
Pollution and waste
opportunities in the environmental sector;

On social e.g.:
Human capital
Product Liability
Resistance of interest
Opportunities in the social field;

In the area of governance e.g.:
Corporate Governance ( Board of Directors , remuneration , ownership )
Corporate behavior;

These so-called key criteria differ in selection and weighting per industry.
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery*
- violations of the UN Global Compact

Ethical and Social:
- alcohol/spirits*
- nuclear weapons
- exploitative child labour
- banned weapons
- gambling*
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography
- cluster bombs and anti-personnel mines
- tobacco products
- therapeutic cloning
- animal experimentation*
- violations of human rights*
- violations of the ILO protocol
- weapons/armaments

- genetic engineering in agriculture
- genetic engineering (agriculture)
- nuclear power
- nuclear energy (operation or component manufacture)

- environmentally harmful conduct*

Negative criteria for government bonds n.s.
Research done by Bank J. Safra Sarasin Ltd

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis


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