FUNDS - Performance Environnement International
Last update on: 21/12/2012

Performance Environnement International

Investment Trusts
Financière de Champlain

Fund data (Equity Fund)

Fund size

(as of 01/01/2000)

Share class size

(as of 30/11/2012)

1.50 mil. EUR
ISIN FR0010378562
Fund price (as of 21/12/2012)
Offer n.s.
Bid 27.57 Euro

Growth (as of 21/12/2012) *

10 Years n.s.
5 Years -77.01 %
3 Years -64.61 %
1 Year -28.61 %
Current year -27.95 %
Benchmark MSCI World Index (€)

* in Euro (€)

Master data of Funds
Launch date 10/11/2006
Available in FR, CH, DE
Fund type Equity Fund
Kind of fund Sustainable issues Fund / Climate-/ Environmental Technology fund
Aim of investment Maximum protection of the capital invested
The objective of the Fund is to outperform the International equities markets in the medium to long term by taking advantage of the dynamics of equities linked to the protection of the environment.
Investment strategy Exposure to the equities markets will be not less than 60%. The stocks selected will be those of small or medium capitalized companies and the investments may include emerging countries. Geographical location and size of capitalization are not determining factors during the process of stock selection.
Investment process The Fund invests mainly in stock with high visibility in the medium to long term, which is linked to the environmental sector. The portfolio stock selection is based on a comprehensive analysis of target companies (development prospects, marketing of new products, financial structure, etc) which is carried out, wherever possible (European companies), by meeting with the management of the businesses.
Positive criteria Water treatment; waste treatment; renewable energy
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by InHouse



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