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ÖkoWorld Climate Fund

Provider: ÖKOWORLD | Official Instrument Web (external)

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

BBB

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

Morningstar Sustainability Score

4/5

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

Company
The Home Depot Inc
Advanced Micro Devices Inc
Zoom Video Communications Inc
CrowdStrike Holdings Inc Class A
Samsung SDI Co Ltd
NVIDIA Corp.
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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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.