FUNDS - JSS Sustainable Equity - Real Estate Global B (former Sarasin)
Last update on: 26/11/2015

JSS Sustainable Equity - Real Estate Global B (former Sarasin)

Investment trust
JSS Investmentfonds SICAV
Sarasin Investmentfonds SICAV
Asset Manager
Bank J. Safra Sarasin Ltd

Fund data (Real Estate Fund)

Fund size

(as of 31/10/2015)

18.55 mil. EUR
ISIN LU0288928376
Fund price (as of 26/11/2015)
Offer 163.23 Euro
Bid n.s.

* in relation to accumulation unit

Growth (as of 26/11/2015) *

5 Years 71.47 %
3 Years 48.76 %
1 Year 18.14 %
Current year 14.82 %
Benchmark S&P Developed Property Index

* in Euro (€)

Master data
ISIN LU0288928376
Launch date 02/04/2007
Available in LU, CH, AT, UK, IR, DE, LI, NL, FR, IT, BE, ES, SE, DK
Fund type Real Estate Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment objective of the JSS Sustainable Equity - Global Real Estate is a long-term capital growth.
Investment strategy The Fund invests worldwide in listed equities and equity securities of companies whose activities are largely centered on the real estate sector and whose business includes environmental and social sustainability aspects. Of particular importance is the reduction of energy consumption and greenhouse gas emissions. Also a good relation of business with the various stakeholders is expected. Some business activities may be excluded. Companies are considered as part of the real estate sector if they carry out the development, redevelopment and use of land or companies that have to achieve a main part of their income ownership of land and real estate.
Investment process The theme of sustainability is taken into account within the overall investment process (the industry analysis till to portfolio construction). Only companies which belong to the sustainable investment universe due to their ESG performance, eligible for investment in question. The overall rating of a company (and thus the classification in the Sarasin Sustainability matrix) is composed of this enterprise valuation and an assessment of them carried out independently of the industry.
Positive criteria Safra used numerous environmental, social and governance ( ESG ) Criteria for the analysis of individual companies;

In the area of environmental e.g:
Climate change
Environmental capital
Pollution and waste
opportunities in the environmental sector;

On social e.g.:
Human capital
Product Liability
Resistance of interest
Opportunities in the social field;

In the area of governance e.g.:
Corporate Governance ( Board of Directors , remuneration , ownership )
Corporate behavior ;

These so-called key criteria differ in selection and weighting per industry.
Negative criteria for stocks and corporate bonds Governance:
- corruption and bribery*
- contempt against OECD Rules

Ethical and Social:
- alcohol / spirits*
- nuclear weapons
- exploitative children's work
- banned weapons
- gambling*
- children's work
- weapons of mass destruction
- pornography
- cluster boms and anti-personnel mines
- tobacco products
- therapeutic cloning
- animal tests*
- offending human rights*
- contempt against ILO-protocol
- weapons / armaments

- genetic engineering in agro
- green genetic engineering
- nuclear power
- nuclear energy (operating or component manufacture)

- environmental harmful conduct*

Negative criteria for government bonds n.s.
Research done by Bank J. Safra Sarasin Ltd

This fund profile is aligned with the fund company.

*no exclusion but part of the analysis


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