IMPACT: Science-driven Economy

Performance

  • +24.4 %
    since 2017-11-23
  • 0.0 %
    1 Year
  • +8.7 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -28.0 %
    Maximum loss (to date)
  • -
    Risk factor
Content after Login

You want access to all the information?

To see actual portfolio of this wikifolio, the performance-chart and sustainability-score please register now - for free.

Register

Trading Idea

The portfolio is designed to invest into, and thereby fund* the innovation economy.

It is a long-term impact investing strategy aimed at generating both a financial return, and a non-financial impact by supporting companies that are creating innovative solutions to global challenges.

Portfolio companies rely on capital markets to finance new productive Research & Development-driven activities, instead of redistributing existing assets to shareholders (for instance, via share buybacks).

The quality of R&D undertaken by portfolio companies is evaluated through Big Data analysis of scientific publications. With this approach, companies creating added value and positive impact via world-class science & technology are selected into the portfolio.

*While buying securities in secondary markets is not the same as giving the money to companies, if a company’s share price is driven higher, this translates to lower cost of capital for this company, in case it chooses to issue new equity or debt. show more

Master data

Symbol
WF0SCIENCE
Date created
2017-11-23
Index level
High watermark
132.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-11-23

Decision making

  • Fundamental analysis