FUNDS - KEPLER Öko Energien
Last update on: 17/07/2018

Fundname
KEPLER Öko Energien

Investment Trusts
KEPLER Fonds KAG
Emittent
KEPLER-FONDS KAG
Asset Manager
KEPLER Fonds KAG

Fund data (Equity Fund)

   
Fund size

(as of 30/06/2018)

7.05 mil. EUR
Share class size

(as of 30/06/2018)

0.58 mil. EUR
ISIN AT0000A0AMH0
Fund price (as of 17/07/2018)
Offer 58.83 EUR
Bid 56.30 EUR

Growth (as of 17/07/2018) *

   
10 Years n.s.
5 Years 28.26 %
3 Years 3.26 %
1 Year 4.56 %
Current year 2.14 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
ISINAT0000A0AMH0
Launch date 23/09/2008
Available in AT, DE
Fund type Equity Fund
Kind of fund Sustainable issues Fund / (New) Energy fund
Aim of investment The KEPLER eco energy fund aims at valaue growth with acceptance of higher risks.
Investment strategy The fund mainly invests in shares of international companies, wich are in the sectors Clean and Sustainable energy
Investment process Based on the analysis of oekomResearch regarding sustainability in the field of renewable energies, in the sectors of utilities and energy a quantitative financial analysis as well as a risk adjustment is performed.
Positive criteria new Energies
Negative criteria for stocks and corporate bonds Governance:
- violations of the UN Global Compact

Ethical and Social:
- violations of the ILO protocol

Environment:
- nuclear energy (operation or component manufacture)

Other:
- environmentally harmful conduct

Negative criteria for government bonds n.s.
Research done by oekom research AG
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis

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