Instrument Profile
Short Description
This instrument is designed to address climate change in emerging markets in a holistic way by minimizing exposure to transition & physical climate risks and helping investors pursue new opportunities, while aiming to align with the Paris Agreement requirements of limiting global warming to no more than 1.5°C.
The instrument follows MSCI Climate Paris Aligned Indexes with transparent and rules based optimized index methodology.
What is the Investment Objective?
The Lyxor MSCI EM Climate Change UCITS ETF – Acc is a UCITS compliant exchange traded fund that aims to track the MSCI Emerging Markets Climate Change Net Total Return Index. Based on its parent MSCI Emerging Markets Index, the benchmark includes large and mid-cap securities across 26 Emerging Markets (EM) countries. The index aims to represent the performance of an investment strategy that re-weights securities based upon the opportunities and risks associated with the transition to a lower carbon economy. Lyxor ETFs are efficient investment vehicles listed on exchange that offer transparent, liquid and low-cost exposure to the underlying benchmark index.
Type: Equity SICAV
Geography: Broad Emerging Markets
Sector: Diversified
Index Tracked: MSCI Emerging Markets Climate Change Net Total Return Index
Ongoing Charges: 0.25% (estimated)
Initial Charge: -
Investment Style: Sector Equity Ecology
Fund Size (AUM): EUR 52m
Data by the open sources of the instrument provider. Last update: 3.12.2020
MSCI Sustainability Score
A
Source: MSCI Inc.
Last update: Dec 6th, 2020
Morningstar Sustainability Score
n/a
Source: Morningstar, Inc.
Last update: Dec 6th, 2020
Performance of the underlying index*
2019: 18.42%
2018: -14.57%
2017: 37.28%
*MSCI (inception of the instrument in 2020, track-record less than 6 months)
Top 10 Holdings
Company
ALIBABA GROUP HOLDING
TAIWAN SEMICONDUCTOR MANUFAC
TENCENT HOLDINGS LTD
SAMSUNG ELECTRONICS CO LTD
MEITUAN DIANPING
NASPERS LTD
CHINA CONSTRUCTION BANK
PING AN INSURANCE GROUP
JD.COM INC
SAMSUNG SDI CO LTD
ALIBABA GROUP HOLDING
TAIWAN SEMICONDUCTOR MANUFAC
TENCENT HOLDINGS LTD
SAMSUNG ELECTRONICS CO LTD
MEITUAN DIANPING
NASPERS LTD
CHINA CONSTRUCTION BANK
PING AN INSURANCE GROUP
JD.COM INC
SAMSUNG SDI CO LTD
Top portfolio holdings as of 3.12.2020 | Source: instrument provider.