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SRI Fund

PW1

Last Login: 01/31/2024


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+94.7%
since 3/21/2019

+14.4%
Ø-Perf. per year

+48.1%
Performance (1yr)

23.6%
Volatility (1yr)

0.5
Return/Risk



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Trading Idea

This fund invests in long-term sustainable investment mega trends. These trends have been carefully selected and reflect a shared opinion about areas with biggest growth potential. They are renewable energy, artificial intelligence, population changes (aging and growing as well as urbanization), climate change, resource scarcity and security and safety. Further along the best-in-class screening strategy has been applied to select firms with highest ESG score. In addition to that the exclusion strategy has been used to make sure there are no companies involved in controversial operations (e.g. child labour, trading of weapons, abuse of human rights) in the portfolio.

Master data

Symbol

WF000SRIF1

Date created

03/21/2019

Index level

-

High watermark

207.5

Investment Universe

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