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Ethos - Equities Sustainable World ex CH E

Ranked 2622 out of 3229 in - Global over 12 months
All calculations are in USD unless stated

Objective

The subfund invests no less than two-thirds of its total assets in the shares. Issuing companies may be registered in or carry out the greater part of their activity anywhere in the world, with the exception of Switzerland. The subfund may invest up to one-third of total assets in money market instruments or in sight and time accounts. It may also invest up to 10% of its total assets in one or more investment funds complying with the provisions of this fund contract. In all other cases, investments shall abide by the limits and restrictions set out in the general guidelines of the fund of funds contract.

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 2622/3229 Total Return
  • Rank 748/3229 Standard Deviation
  • Rank 1/3229 Max Drawdown
Fund Name Currency Return
2622 WAY Green Portfolio Elite R Acc USD

18.1%

2622 LGT Sustainable Quality Equity Fund Hedged USD B

Currency exposure is hedged

Currency exposure is hedged

USD

18.1%

2622 Ethos - Equities Sustainable World ex CH E USD

18.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 3.3% 3.1%
2016 7.9% 4.8% 1.9% 1.4% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date14/10/2015
  • Share Class size59Mn
  • Base currencyCHF
  • ISIN CH0296842419

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.64%

Related News

Robeco loses ESG expert to Swiss sustainable pension fund group

Matthias Narr will be overseeing the Ethos Engagement Pool International, which was launched by Swiss pension funds and Ethos a few months ago.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).