FUNDS - SUPERIOR 6 - Global Challenges
Last update on: 29/10/2021

SUPERIOR 6 - Global Challenges

Investment Trusts
Bankhaus Schelhammer & Schattera KAG
Security Kapitalanlage AG
Asset Manager
Bankhaus Schelhammer & Schattera KAG

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

58.46 mil. EUR
Share class size

(as of 30/09/2021)

16.35 mil. EUR
Fund price (as of 29/10/2021)
Offer 326.14 EUR
Bid 313.60 EUR

Growth (as of 29/10/2021) *

10 Years 247.00 %
5 Years 94.13 %
3 Years 69.91 %
1 Year 34.42 %
Current year 18.56 %
Benchmark n.s.

* in Euro (€)

Master data of Funds
Launch date 16/10/2008
Available in AT, DE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The long-term investment objective is to outperforme the Global Challenges Index while maintaining a reasonable risk diversification.
Investment strategy The investment fund mainly acquires shares and equivalent securities of companies which are in the portfolio of the Global Challenges Index.
Investment process The index comprises 50 companies who are actively following global challenges and contribute in a substantial, pioneering way while addressing these challenges: the fight against the causes and consequences of climate change, ensuring an adequate supply of drinking water, the cessation of deforestation and promote sustainable forest management , The preservation of biodiversity, dealing with the population development, combating poverty and supporting good governance structures.
Positive criteria Tackling the causes and consequences of climate change; Ensuring an adequate supply of drinking water; Termination of deforestation and promote sustainable forest management; Preservation of biodiversity; Dealing with the population development; Combating poverty ; Supporting good governance structures
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery

Ethical and Social:
- exploitation of people
- violations of human rights
- weapons/armaments

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

- exploitation of the environment or employees or society
- environmentally harmful activities/products
- insufficient social protection of employees

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

This fund profile is aligned with the fund company.



*no exclusion but part of the analysis