FUNDS - SUNARES - Sustainable Natural Resources
Last update on: 28/10/2021

Fundname
SUNARES - Sustainable Natural Resources

Investment Trusts
HSBC Trinkaus Investment Managers SA
Asset Manager
Rometsch & Moor Ltd

Fund data (Equity Fund)

   
Fund size

(as of 30/09/2021)

20.86 mil. EUR
Share class size

(as of 30/09/2021)

20.86 mil. EUR
ISIN LU0344810915
Fund price (as of 28/10/2021)
Offer n.s.
Bid 100.64 Euro

Growth (as of 28/10/2021) *

   
10 Years -1.00 %
5 Years 60.94 %
3 Years 66.59 %
1 Year 26.79 %
Current year 6.17 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
ISINLU0344810915
Launch date 14/02/2008
Available in AT, DE, GB, LI, LU
Fund type Equity Fund
Kind of fund Sustainable issues Fund / Climate-/ Environmental Technology fund
Aim of investment The aim of the investment politics is the achievement of a very high long-term appreciation of value.
Investment strategy The property of the partial fund is invested predominantly in shares, interest-bearing securities (party and variable interest-bearing debentures including zero coupon loans), change debentures, to pleasure and participation notes, certificates as well as other legally allowed assets. An investment of the partial fund property in derivatives of every kind it is renounced.
Investment process It is aimed at acquiring shares of enterprise with reference to the elements earth and water (yin principle). Branch main focuses are here in particular water shaft, agrarian shaft and forestry, food, energy, alternative energy, raw materials and precious metals.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by n.a.