FUNDS - NORD/LB AM Global Challenges Index-Fonds
Last update on: 29/10/2021

NORD/LB AM Global Challenges Index-Fonds

Investment Trusts
NORD/LB Asset Management AG
NORD/LB Asset Management AG
Asset Manager
NORD/LB Asset Management AG

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

430.04 mil. EUR
Share class size

(as of 30/09/2021)

159.68 mil. EUR
ISIN DE000A1T7561
Fund price (as of 29/10/2021)
Offer 270.44 EUR
Bid 257.57 EUR

Growth (as of 29/10/2021) *

10 Years n.s.
5 Years 104.71 %
3 Years 73.28 %
1 Year 34.34 %
Current year 18.10 %
Benchmark Global Challenges Index der Börse Hannover

* in Euro (€)

Master data of Funds
Launch date 19/03/2014
Available in DE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment aim of the NORD/LB AM Global Challenges Index-Fonds grounds is a very exact simulation of the Worldwide Challenges index ® under protection of an adequate risk mixture.
Investment strategy Strict positive criteria and exclusion criteria define together with Best-in-Class the index universe and give a decisive branch grid and the focus on the EU and G7 states lies. Besides, a clear and in direction strict sustainable strategy is pursued. For this become in from a universe of approx. 900 enterprises within the scope of a multistage choice process 50 values from.
Investment process Besides, it is vital, to what extent the enterprises position themselves actively to the big global challenges. These are represented in seven spheres of activity: the fight of the causes and results of the climate change, the backup of a sufficient care with drinking water, a sustainable contact with woods, the preservation of the biodiversity, the contact with the population development, the fight of the poverty as well as the establishment of Governance structures. The composition and weighting of the Worldwide Challenges index ® is checked twice a year in view of the title choice (31.3 and 30.09.)
Positive criteria Fight of the climate change; Backup of the water supply ; sustainable forestry; protection of endangered species; fight against poverty ; Corporate Goverance
Negative criteria for stocks and corporate bonds Ethical and Social:
- child labour
- violations of human rights
- weapons/armaments

- biocides
- chlorine or agrochemicals (e.g. biocides)
- chlorine or agrochemicals
- genetic engineering (agriculture)
- nuclear power

- hindrance of sustainable business activities
- proven (serious) manipulation of business dealings
- other serious negative social, ecological and ethical effects or high risks
- environmentally harmful activities/products

Negative criteria for government bonds n.s.
Research done by InHouse & oekom research AG

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis