FUNDS - KCD-Union Nachhaltig AKTIEN MinRisk
Last update on: 28/10/2021

KCD-Union Nachhaltig AKTIEN MinRisk

Investment Trusts
Union Investment Privatfonds GmbH
Asset Manager
Union Investment Privatfonds GmbH

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

248.72 mil. EUR
Share class size

(as of 30/09/2021)

88.53 mil. EUR
ISIN DE0005326532
Fund price (as of 28/10/2021)
Offer 64.53 EUR
Bid 62.65 EUR

Growth (as of 28/10/2021) *

10 Years 135.00 %
5 Years 35.57 %
3 Years 22.34 %
1 Year 20.41 %
Current year 10.35 %
Benchmark MSCI World

* in Euro (€)

Master data of Funds
Launch date 01/03/2001
Available in DE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment Capital building by concentration on worldwide leading, sustainable and promising companies.
Investment strategy The fund is actively managed. The fund managers invest exclusively in equities of DJSI World companies. The managers select titles from the investment universe of Union Investment according to their performance.
Investment process The investment process can be devided into three steps. First, the Dow Jones & Company selects 2500 companies worldwide under the criteria of the market capitalization. These companies build the Dow Jones Global Index World. SAM selects the top 10 % companies from this index, which are leaders concerning the use of sustainability opportunities as well as the management of the sustainability risks in their sector. This DJSI World Index builds the investment universe of the fund. The fund managers of Union Investment select the best-performing companies from this universe for the portfolio of the fund.

The negative criteria: gambling and armaments/weapons be considered when more than 5% of total sales.

The negative criteria: alcohol, spirits and tobacco be considered when more than 5% of sales sales and/or 33% of total sales.
Positive criteria Excerpt:

Implementation of environmental strategies / companies with specific guidelines / targets on climate change Active environmental management
Acceptance of international environmental agreements
Companies that contribute with their products to protect the environment ( " Solution Companies" );
Gentle use of resources and use of alternative energy
Companies with oil sands and shale oil Exposure
Companies with good water management;
Sustainable Corporate Management, Corporate Governance, Risk Management
fight against corruption;
Human Capital: recruitment, incentives and promotion of staff and women, health and safety at work
Social Commitment and Social Responsibility;
Companies that respect the rights of indigenous ("indigenous rights ")
Companies that provide good access to medicine in developing countries;
Companies that have carried out animal testing for cosmetics in the last five years
and much more
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery

Ethical and Social:
- alcohol
- alcohol/spirits
- nuclear weapons
- exploitation of people
- hindrance of union activities
- embryonic research
- contraceptives
- research on/pharmaceuticals for euthanasia
- banned weapons
- endangered species
- gambling
- child labour
- landmines
- pornography
- violations regarding human dignity
- spirits
- tobacco
- violations of human rights
- violations of the ILO protocol
- weapons/armaments
- forced labour

- nuclear power stations
- fossil power stations
- nuclear power
- nuclear technology

- exploitation of the environment or employees or society
- investment in companies with negative criteria
- controversial business practices
- proven (serious) manipulation of business dealings
- other serious negative social, ecological and ethical effects or high risks
- serious negative ecological effects and high risks
- environmental offences
- inadequate ESG score

Negative criteria for government bonds Ethical and Social:
- human trafficking
- death penalty
- violations of human rights (countries)

- violations of the Biodiversity Convention

- authoritarian regime
- corruption

Research done by InHouse

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis