FUNDS - Swisscanto (LU) PF Green Invest Equity A
Last update on: 28/10/2021

Fundname
Swisscanto (LU) PF Green Invest Equity A

Investment Trusts
Swisscanto Fondsleitung AG
Emittent
Swisscanto Asset Management International SA
Asset Manager
Zürcher Kantonalbank

Fund data (Equity Fund)

   
Fund size

(as of 30/09/2021)

961.49 mil. EUR
Share class size

(as of 30/09/2021)

838.09 mil. EUR
ISIN LU0161535835
Fund price (as of 28/10/2021)
Offer n.s.
Bid 274.99 Euro

Growth (as of 28/10/2021) *

   
10 Years 245.00 %
5 Years 118.55 %
3 Years 88.49 %
1 Year 44.51 %
Current year 30.11 %
Benchmark MSCI World

* in Euro (€)

Master data of Funds
ISINLU0161535835
Launch date 30/11/2001
Available in AT, CH, DE, GB, LI, LU
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Outperforming the benchmark
Investment strategy Worldwide investment in shares of ecologically, socially, sustainable managed companies. The companies are exclusively environmental leaders in their industry
Investment process The environmental and social research of the Zurich "Kantonalbank" provides a sustainable investment universe which is based on extensive analysis process. This process is accompanied and controlled by an environmental board and the WWF. Subsequently the Swisscanto portfolio management builds the sustainable investment fund. Thereby the investment policy is decided first and then the securities are selected based on financial information.
Positive criteria Comprehensive social and environmental policy; well positioned environmental and social management; resource protection and reduction of emissions from production; consideration of environmental and social aspects for the whole product lifecycle; good employee conditions; active dialog with stakeholders; environmental and social standards for suppliers; donations and engagement in organizations and others
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery*
- violations of OECD guidelines for multinational enterprises
- violations of the UN Global Compact

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

Environment:
- airlines
- nuclear power stations
- automobile industry
- fossil power stations
- chlorine or agrochemicals (e.g. biocides)
- chlorine or agrochemicals
- mining/selling of fossil energy sources
- fossil fuels
- genetic engineering in agriculture
- genetic engineering (agriculture)
- production of civil aircrafts
- production of long-lasting harmful organic substances production of long-lasting harmful organic substances
- production of ozone-damaging substances
- production of PVC and vinyl chloride
- nuclear power
- nuclear energy (operation or component manufacture)
- unsustainable fishery
- unsustainable forestry
- patents on genetically engineered animals/plants

Other:
- environmentally harmful conduct*
- xenotransplantation

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

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis