FUNDS - UniSector: Klimawandel (ab 1.10. mit UniNachhaltig Aktien Global DE000A0M80G4 verschmolzen)
Last update on: 28/09/2018

Fundname
UniSector: Klimawandel (ab 1.10. mit UniNachhaltig Aktien Global DE000A0M80G4 verschmolzen)

Investment Trusts
Union Investment Luxembourg S.A.
Asset Manager
Union Investment Luxembourg S.A.

Fund data (Equity Fund)

   
Fund size

(as of 30/09/2018)

31.50 mil. EUR
Share class size

(as of 30/09/2018)

31.53 mil. EUR
ISIN LU0315365378
Fund price (as of 28/09/2018)
Offer 34.57 Euro
Bid 33.24 Euro

Growth (as of 28/09/2018) *

   
10 Years -2.00 %
5 Years 37.70 %
3 Years 12.52 %
1 Year -1.68 %
Current year -3.11 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
ISINLU0315365378
Launch date 01/10/2007
Available in AT, DE, LU
Fund type Equity Fund
Kind of fund Sustainable issues Fund / Climate-/ Environmental Technology fund
Aim of investment Aim of the investment politics of UniSector: Climate change ("unterfund) is to reach a growth considering the risk dispersion which leads to an appreciation of value.
Investment strategy The fund invests in particular about shares and index certificates in well-chosen enterprises who concentrate in her strategy upon production and use the in the following called areas: Alternative energy environmental technologies and recycling.
Investment process The careful choice process is carried out in several steps. At first the complete universe based on sustainability criteria is filtered. Investments are excluded whose exhibitors violate clearly defined exclusion criteria.
Companies which deal with the production of atomic energy or disregard the work standards of the international labor organization (ILO) have no chance of a placing in the fund.
In the second step filtering companies out with a sustainable core business by our sustainability analysis is carried out.

Ecological aspects and the development of environmental technologies are unchallengedly in the focus. The focus of these companies lies on business fields which for example contribute to the solution of environmental problems. These are, enterprises this one deal with the production of wind energy, treatment of water, insulation or recycling, for example
Positive criteria The Fund may invest on shares and index certificates in selected companies in their strategy on the production and applications in the following areas; concentrate alternative energy, environmental technologies and recycling.
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery

Ethical and Social:
- nuclear weapons
- exploitation of people
- exploitation of animals (avoidable)
- hindrance of union activities
- banned weapons
- child labour
- landmines
- violations regarding human dignity
- violations of human rights
- violations of the ILO protocol
- forced labour

Environment:
- nuclear power stations
- fossil power stations
- genetically modified organisms
- genetic engineering
- nuclear power
- nuclear technology

Other:
- exploitation of the environment or employees or society
- 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

Negative criteria for government bonds Ethical and Social:
- human trafficking

Research done by EIRIS/imug und Union Investment
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis