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DNCA INVEST - BEYOND CLIMATE ID  WPKNR: A3C6N5 
 Aktuell:
down 112,81 
 ISIN:

LU2254337129

   Währung:

EUR 

 Fondsname:

DNCA Invest - Beyond Climate ID

   Ertragstyp:

Ausschüttend 

 Ursprungsland:

Luxemburg 

   Fondstyp:

Aktienfonds 

 Fondsmanager:

Léa DUNAND-CHATELLET, Romain AVICE, Matthieu BELONDRADE

   Region:

Europa  

 Fondsvolumen:

227,65 Mio. EUR

   Land:

 Auflagedatum:

03.03.2021

   Unterkategorie:

Branchenmix 

 Geschäftsjahr:

01.01.

   Vertriebszulassung:

Österreich, Schweiz, Tschechien 

 Konditionen
ausgabeaufschlag verwaltungsgebühr  mindestanlage einmalig sparplan 

2,00%

1,00%

200.000,00 EUR

 Kennzahlen per 18.09.2024
  ytd 1 jahr 3 jahre 5 jahre

 Performance

1,88%

9,58%

-

 Volatilität

12,45%

13,08%

-

 Sharpe Ratio

-0,07

0,47

-

 Bester Monat

7,27%

8,76%

8,76%

 Schlechtester Monat

-6,01%

-6,01%

-9,00%

 Fondsstrategie

The Sub-Fund seeks to outperform of the following index denominated in Euro: Euro Stoxx NR (Bloomberg ticker: SXXT Index) calculated with dividends net of withholding taxes reinvested, over the recommend investment term. Investors" attention is drawn to the fact that the management style is discretionary and integrates environmental, social / societal and governance (ESG) criteria. The investment strategy is based on a climate strategy which combines the classic requirements of risk and financial return with the low carbon transition requirements in line with the Paris Agreement as signed on 22 April 2016 (the "Paris Agreement"). The Sub- Fund has as its objective sustainable investment within the meaning of Article 9 of SFDR. The Sub-Fund aims to align the economy on a path of at least 2 degrees. This objective is materialized by an average decrease of the portfolio carbon intensity of at least 2,5% each year by comparing the carbon intensity of each consolidated company in the Sub-Fund with the carbon intensity of the previous year. In addition, the investment strategy is oriented towards a contributive economy to the climate issues resulting in avoided CO2 emissions greater than the induced CO2 emissions (scope 1 and 2). In addition, the management style proposed aims to achieve to climate objectives of the Paris Agreement, combined with an approach broadened to other positive impacts relating to sustainable development and, in particular, the Sustainable Development Goals ("SDGs") adopted by the United Nations. The investment process is geared towards long-term performance that integrates all the risks and challenges faced by companies. The

 Fondsgesellschaft
KAG: DNCA FINANCE (LU)
address: 19 place Vemdome
75001 Paris
Internet: https://www.dnca-investments.com
  Fonds-Suche nach Name, WKN, ISIN:        
 
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 Zinsen / Währungen
 Wichtige Währungen
 EUR/US$1,1177 0,00 0,14% 
 EUR/Yen159,2117 0,00 0,00% 
 EUR/CHF0,9454 -0,00 -0,09% 
 EUR/Brit. Pfund0,8387 -0,00 -0,18% 
 Yen/US$0,0070 0,00 0,30% 
 CHF/US$1,1824 0,00 0,25% 
 Zinsen
 ESTR (EUR)3,4140-0,00 -0,06% 
 SAR® ON (CHF)1,2067-0,00 -0,20% 
 TONA (JPY)0,2270-0,00 -0,44% 
 Rohstoffe
 baha Brent Indication74,11-0,11 -0,15% 
 Gold2.574,932,93 0,11% 
 Silber31,150,54 1,77% 
 Platin988,1411,24 1,15% 
 

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