Lyxor New Energy UCITS ETF

ISIN: FR0010524777:EUR

Do you like this instrument?

Instrument Profile

Investment Summary:

Long-term growth potential — Participate in the megatrend of electrification of energy supply & benefit from the transition to new ways of producing, distributing and managing energy. Focus on solution providers — Invest in the technology leaders and innovative winners of this global revolution.

Investment Approach:

The RobecoSAM Smart Energy Strategy invests in stocks of companies that provide competitive and sustainable solutions to the growing need for reliable, clean & affordable energy supply.

ESG Integration:

The Fund employs systematic, bottom-up stock selection that combines proprietary Environmental, Social & Governance (ESG) data and research throughout the investment process.

Type: Equity SICAV

Geography: Broad Developed Markets

Sector: Diversified

Investment Style: Sector Equity Alternative Energy

Ongoing Charges: -

Initial Charge: 0.50%

Fund Size (AUM): EUR 729M

MSCI Sustainability
Score

n/a

Source: MSCI Inc. Last update: Dec 6th, 2020

Morningstar Sustainability Score

n/a

Source: Morningstar, Inc.
Last update: Dec 6th, 2020

Data by the open sources of the instrument provider. Last update: 4.12.2020

Rolling performance at 31/10/2020

1 Year: 27.58%

2 Years: 26.97%

3 Years: 12.74%

Performance data by the open sources of the instrument provider. Last update: 6.12.2020

Top 10 Holdings

Company

Nextera Energy Inc

Schneider Electric Sa

Iberdrola Sa

Vestas Wind Systems A/S

Orsted A/S

Stmicroelect

Tdk Corp

Kingspan Group Plc

Solaredge Technologies Inc

Nibe Industrier Ab-B Shs

Weighting

14.62%

14.60%

12.87%

6.81%

6.25%

4.41%

3.46%

2.97%

2.69%

2.59%

71.27%

Top portfolio holdings as of 6.12.2020 | Source: instrument provider.

The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security.

All information on this page is subject to Cyan Reef Terms & Conditions. The branding materials of the financial instruments displayed on this web-page are property of the respective instrument providers. Although the information provided was collected with due care, Cyan Reef does not and may not under any circumstances be responsible for the accuracy of the information provided hereby.

All content on cyanreef.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Cyan Reef and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.