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Ethos - Equities Sustainable World ex CH E

Ranked 664 out of 3341 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 : 30/09/2017 - 30/09/2018
  • Rank 664/3341 Total Return
  • Rank 601/3341 Standard Deviation
  • Rank 762/3341 Max Drawdown
Fund Name Currency Return
664 Ethos - Equities Sustainable World ex CH E USD

10.6%

665 PI CH-Quality Global Equities US TE-JX dy CHF USD

10.6%

666 Sarasin Thematic Global Equity Sterling Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

10.6%

666 CFS FirstChoice Multi-Index High Growth A

Currency exposure is hedged

Currency exposure is hedged

AUD

10.6%

Fund Name Currency Loss
762 Advance International Shares Multi-Blend USD

-5.8%

762 Danske Invest Global Plus KL USD

-5.8%

762 AMP Specialist Hedged International Sh Wholesale

Currency exposure is hedged

Currency exposure is hedged

AUD

-5.8%

762 Maj Invest Global Sundhed USD

-5.8%

762 Ethos - Equities Sustainable World ex CH E USD

-5.8%

762 Champion Ethical Equity Fund-USD USD

-5.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -0.4% 6.3%
2017 17.4% 4.5% 3.3% 3.1% 5.4%
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 size60Mn
  • Base currencyCHF
  • ISIN CH0296842419

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.64%
  • Initial investment0.64%

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).