FUNDS - BL Equities Horizon
Last update on: 28/10/2021

BL Equities Horizon

Investment Trusts
Banque de Luxembourg
Asset Manager
Banque de Luxembourg

Fund data (Equity Fund)

Fund size

(as of 30/09/2021)

70.31 mil. EUR
Share class size

(as of 30/09/2021)

47.95 mil. EUR
ISIN LU0093570173
Fund price (as of 28/10/2021)
Offer 112.54 EUR
Bid 107.18 EUR

Growth (as of 28/10/2021) *

10 Years 129.00 %
5 Years 38.47 %
3 Years 33.25 %
1 Year 17.01 %
Current year 12.44 %
Benchmark Univers Lipper Global Equity Global

* in Euro (€)

Master data of Funds
Launch date 03/03/1997
Available in AT, BE, CH, DE, DK, ES, FI, FR, GB, IT, LU, NL, NO, SE, SG
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment objective of this fund is a long-term capital growth by investing in socially responsible companies.
Investment strategy The sub-fund invests globally in shares of companies which focus on their social and environmental responsibilities. The selected companies are part of a security environment that meet the ethical, economic, social and environmental criteria of the label Ethibel Excellence.
Investment process n.s.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by k.A.

This fund profile is aligned with the fund company.