FUNDS - JSS Sustainable Equity - Switzerland P
Last update on: 19/01/2021

JSS Sustainable Equity - Switzerland P

Investment Trusts
JSS Investmentfonds AG
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 (€)

Master data of Funds
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

- genetic engineering in agriculture
- genetic engineering (agriculture)
- nuclear power
- nuclear energy (operation or component manufacture)

- 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