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FUNDS -
JSS Sustainable Equity - Switzerland P
Last update on:
19/01/2021
Fundname
JSS Sustainable Equity - Switzerland P
Investment Trusts
JSS Investmentfonds AG
Emittent
J. Safra Sarasin Investmentfonds Ltd, Basel
Asset Manager
Bank J. Safra Sarasin Ltd
Fund data
(Equity Fund)
Fund size
(as of
31/12/2020
)
108.71 mil. CHF
Share class size
(as of
31/12/2020
)
42.64 mil. CHF
ISIN
CH0001630703
Fund price
(as of
19/01/2021
)
Offer
1,140.55 CHF
Bid
1,077.58 CHF
Growth (as of
19/01/2021
) *
10 Years
153.00 %
5 Years
54.19 %
3 Years
32.05 %
1 Year
2.17 %
Current year
1.43 %
Benchmark
SPI (Swiss Performance Index)
* in Euro (€)
Overview
Portfolio
Performance
Contact
Master data of Funds
ISIN
CH0001630703
Launch date
03/01/1994
Available in
CH, SG
Fund type
Equity Fund
Kind of fund
Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment
The investment objective of the Sustainable Equity - Switzerland is a long-term capital growth.
Investment strategy
JSS Sustainable Equity - Switzerland invests in shares of Swiss companies that consider environmental, social and governance aspects and thus contribute to a sustainable economy.
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*
- violations of the UN Global Compact
Ethical and Social:
- alcohol/spirits*
- nuclear weapons
- exploitative child labour
- banned weapons
- gambling*
- child labour
- weapons of mass destruction (ABC/CBRN)
- pornography
- cluster bombs and anti-personnel mines
- tobacco products
- therapeutic cloning
- animal experimentation*
- violations of human rights*
- violations of the ILO protocol
- weapons/armaments
Environment:
- genetic engineering in agriculture
- genetic engineering (agriculture)
- nuclear power
- nuclear energy (operation or component manufacture)
Other:
- environmentally 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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