FUNDS - JSS Sustainable Equity - Europe P
Last update on: 21/06/2021

Fundname
JSS Sustainable Equity - Europe P

Investment Trusts
JSS Investmentfonds SICAV
Emittent
J. Safra Sarasin Fund Management (Luxembourg) S.A
Asset Manager
Bank J. Safra Sarasin Ltd

Fund data (Equity Fund)

   
Fund size

(as of 31/05/2021)

43.80 mil. EUR
Share class size

(as of 31/05/2021)

23.40 mil. EUR
ISIN LU0058891119
Fund price (as of 21/06/2021)
Offer n.s.
Bid 113.01 Euro

Growth (as of 21/06/2021) *

   
10 Years 82.00 %
5 Years 32.53 %
3 Years 13.76 %
1 Year 26.08 %
Current year 14.46 %
Benchmark MSCI Europe

* in Euro (€)

Master data of Funds
ISINLU0058891119
Launch date 26/02/1993
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 aim of the Sarasin Sustainable Equity Europe is a long-term property increase by a European-wide, diversified arrangement in shares.
Investment strategy The Sarasin Sustainable Equity - Europe invests in shares of companies, which contribute to a sustainable economy. These companies companies either based in Europe or have to exercise a preponderant part of their economic activity in Europe.
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

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