FUNDS - s EthikAktien
Last update on: 09/10/2018

Fundname
s EthikAktien

Investment Trusts
Sparkasse OÖ KAG
Emittent
Sparkassse OÖ KAG mbH
Asset Manager
Sparkasse OÖ KAG

Fund data (Equity Fund)

   
Fund size

(as of 30/09/2018)

22.75 mil. EUR
Share class size

(as of 30/09/2018)

17.58 mil. EUR
ISIN AT0000681168
Fund price (as of 09/10/2018)
Offer 152.80 EUR
Bid 145.52 EUR

Growth (as of 09/10/2018) *

   
10 Years 93.00 %
5 Years 39.72 %
3 Years 12.62 %
1 Year -1.01 %
Current year -2.58 %
Benchmark MSCI World

* in Euro (€)

Master data of Funds
ISINAT0000681168
Launch date 02/05/2002
Available in AT
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment n.s.
Investment strategy Investment in the most important high quality ethical stock corporations. The management uses the MSCI-World index as a guideline for the portfolio selection
Investment process n.s.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds Ethical and Social:
- exploitative child labour
- embryonic research
- weapons of mass destruction (ABC/CBRN)
- pornography
- cluster bombs and anti-personnel mines
- tobacco products
- violations of human rights
- violations of the ILO protocol
- weapons/armaments

Environment:
- genetic engineering (agriculture)
- nuclear energy (operation or component manufacture)

Negative criteria for government bonds Ethical and Social:
- death penalty
- dependent countries, according to Freedom House
- violations of human rights (countries)
- violations of Non-Proliferation Treaty of Nuclear Weapons (countries)

Environment:
- non-ratification of the Kyoto Protocol

Other:
- money laundering
- high military budget
- nuclear energy by share of gross energy production
- corruption

Research done by oekom research AG
 

This fund profile is aligned with the fund company.

 

 

*no exclusion but part of the analysis