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ÖkoWorld Climate Fund

Provider: ÖKOWORLD | Official Instrument Web (external)

Instrument Profile

What is the Investment Objective?

At the climate change conference in Paris 2015, governments committed to keeping the increase in global temperature at 2 degrees or below. This can only be achieved through a decarbonisation of the global economy, aimed at drastically reducing the emission of climate damaging greenhouse gases, in particular CO2. This in turn requires companies to implement a decarbonisation strategy and investors to redirect capital flows towards more sustainable investments. Already ahead of the Paris conference, some investors were divesting in response to civil-society movements, now, financial markets will start to play a larger role. Climate change is turning into a new risk class and investors will be more accountable for their investment decisions. After all, it is the investor’s choice whether to invest in companies which contribute to the protection of the climate or to place their money in those companies that cause climate change or might even benefit from it.

Type: FCP
Geography: Broad Developing Markets
Sector: Diversified

Ongoing Charges: 2.55% (estimated)
Initial Charge: -
Investment Style: Sector Equity Ecology
Fund Size (AUM): EUR 377.82m

Data by the open sources of the instrument provider. Last update: 3.12.2020

MSCI Sustainability Score


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

Morningstar Sustainability Score


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

Rolling performance, as of 7.12.2020:

1 Year: 50.05%

3 Years: 20.12%

5 Years: 21.50%

Data by the open sources of the instrument provider. Last update: 7.12.2020

Top 10 Holdings

The Home Depot Inc
Advanced Micro Devices Inc
Zoom Video Communications Inc
CrowdStrike Holdings Inc Class A
Samsung SDI Co Ltd
Plug Power Inc
Enphase Energy Inc
Solaria Energia y Medio
Ambiente SA

Top portfolio holdings as of 3.12.2020 | Source: instrument provider.

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