FUNDS - JSS Sustainable Equity - Global Emerging Markets (former Sarasin)
Last update on: 20/07/2017

Fundname
JSS Sustainable Equity - Global Emerging Markets (former Sarasin)

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

Fund data (Equity Fund)

   
Fund size

(as of 31/05/2017)

31.88 mil. USD
Share class size

(as of 31/05/2017)

9.11 mil. USD
ISIN LU0485309743
Fund price (as of 20/07/2017)
Offer 104.09 USD
Bid n.s.

Growth (as of 20/07/2017) *

   
10 Years n.s.
5 Years 24.88 %
3 Years 18.18 %
1 Year 17.82 %
Current year 10.69 %
Benchmark MSCI Emerging Markets

* in Euro (€)

Master data of Funds
ISINLU0485309743
Launch date 12/03/2010
Available in LU, CH, AT, IE, UK, DE, LI, NL, FR, BE, ES, SE, DK, SG
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment objective of JSS Sustainable Equity - Global Emerging Markets is a long-term capital growth.
Investment strategy The JSS Sustainable Equity - Global Emerging Markets invests at least 75% directly or indirectly in equities of companies domiciled in emerging markets, which take into account environmental and social and covernance sustainability aspects. Emerging markets are the emerging economies of Asia, Latin America, Eastern Europe and Africa.
Investment process The investment policy is based on a systematic process which itself is based on a quantitative investment approach. In addition, the fund can hold up to 15% cash assets.

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
- 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

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

Other:
- 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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