Stratégie du fonds géré par SOCIÉTÉ GÉNÉRALE PRIVATE WEALTH MANAGEME |
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The Sub-Fund seeks to provide long term capital appreciation (5 years) and generate a positive environmental impact through investments in shares issued by companies that operate in green eco-activities and develop solutions and businesses that actively contribute to the environmental transition. Green eco-activities include, but not limited to renewable energies, energy efficiencies, green mobility, green buildings, sustainable water and agriculture, circular economy.
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Performances du fonds : Moorea Fd Sustainable Clmt Actn ME EUR |
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Performances Historiques Glissantes au 27-01-2023 |
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Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
Fonds |
+6.78% |
+5.8% |
+6.29% |
-1% |
- |
- |
-1.73% |
Catégorie |
5.56%
|
5.52%
|
4.47%
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0.39%
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-2.19%
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26.43%
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-
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Indice |
4.15%
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4.15%
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-1.07%
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-5.07%
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-4.14%
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23.67%
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-
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Exposition par type d'actif au 31-12-2022 |
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Long |
Court |
Nets |
Actions
| 98.95% |
0% |
98.95% | Liquidités
| 1.58% |
0.53% |
1.05% | |
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Autres fonds de la catégorie: Actions Secteur Ecologie |
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PEA
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NON
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PEA PME
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NON
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Date de création
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21-02-2022 |
Devise
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EUR |
Structure Juridique
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SICAV
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Catégorie Morningstar
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Actions Secteur Ecologie
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Zone d'investissement |
Global |
Benchmark |
MSCI ACWI NR EUR 100%
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Actifs nets de la part
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24 M EUR au 31-12-2022
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Fréquence des VL
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Quotidienne
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Dépositaire et conservateur |
Société Générale Luxembourg |
Commisaire aux comptes |
Deloitte Audit S.à r.l. |
Boîte de style Morningstar
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