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A socially responsible fund to take on the environmental challenge with european stocks.
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| Investment Objective |
| The fund’s objective is to outperform the Dow Jones Stoxx 600 index (euro denominated), taking advantage of the dynamism of companies linked to environment, waste treatment, renewable energy, water … |
| Investment Strategy |
| The fund’s investment strategy is focused on the selection of high-potential stocks positioned to take advantage of long-term growth driven by the modern world’s structural trends. The portfolio construction gives great importance to diversification with the selection of several investment themes linked to environmental matters. The investment process aims at identifying the best specialists in each selected domain, or those benefiting from the higher potential. The selection is conducted with a double screening approach, combining SRI (socially responsible investment) and extra-financial criteria. |
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Portfolio Managers & Advisors
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| Alexandre BARAZZA | Damien BUFFET |
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| Investment Universe |
| The funs is primarily invested in international stocks, with a minimum of 75% domiciliated and/or listed in the E.U.. The remaining 25% can be invested in stocks domiciliated and/or listed in emerging countries or the USA. |
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| Management Parameters |
Recommended minimum investment period: 5 years
Reference index: DJ Stoxx 600 Price Index |
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Performances as of 3/11/2010
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| Return Since Inception | 2010 | 2009 | 1-Year Return | 3-Year Return | 5-Year Return | 52-Week Volatility |
| UFG Trend Planet | 35.91% | -3.62% | - | - | - | - | - |
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Key Figures
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| Net Asset Value | EUR 13,586.50 |
| AUM | EUR 17,289,274.99 |
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Fund Features
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| ISIN Code | LU0414217546 |
| Category | Actions |
| Ticker Bloomberg | - |
| Currency | EUR |
| Creation date | 12/03/2009 |
| Valuation Frequency | Daily |
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