|
A SRI (socially responsible investment) european stocks fund to benefit from technologic innovations.
|
|
| Investment Objective |
| The fund’s objective is to outperform the Dow Jones Stoxx 600 index (euro denominated), taking advantage of the development of telecommunications, medias and technologies sectors. |
| Investment Strategy |
The fund’s management relies on a qualitative analysis of the investment universe. The stocks are selected according to their financial specifications and their activity sector. The investment universe is mainly composed of European companies playing a role in the fields of telecommunications, medias and technologies.
The selection is conducted with a double screening approach, combining SRI (socially responsible investment) and extra-financial criteria. |
|
|
|
Portfolio Managers & Advisors
|
 |  |
| Alexandre BARAZZA | Damien BUFFET |
|
|
|
|
| Investment Universe |
| The fund is mainly 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 USA. |
|
|
| Management Parameters |
Recommended minimum investment period: 5 years
Reference index: DJ Stoxx 600 Price Index (euro denominated) |
|
|
|
|
|
|
|
|
|
|
Performances as of 3/11/2010
|
|
|
| Return Since Inception | 2010 | 2009 | 1-Year Return | 3-Year Return | 5-Year Return | 52-Week Volatility |
| UFG Trend Technologies | 65.73% | 4.38% | - | - | - | - | - |
|
|
Key Figures
|
| Net Asset Value | EUR 16,567.64 |
| AUM | EUR 21,602,608.44 |
|
|
|
|
|
|
Fund Features
|
| ISIN Code | LU0414218510 |
| Category | Actions |
| Ticker Bloomberg | - |
| Currency | EUR |
| Creation date | 12/03/2009 |
| Valuation Frequency | Daily |
|
|
|
|