The Ethius Global Impact
UCITS Investment Fund
Sustainable Equity Investments for the targeted facilitation and co-design of socially responsible and ecologically sustainable economic activity.
Request our Presentation
Companies are analysed on the basis of social and ecological criteria, while a high level of transparency of sustainability criteria is guaranteed in the investment process. A consistent, sustainable investment solution is implemented through the fund partners and an interdisciplinary expert advisory board.
Through dialogue with companies, stakeholders and the active exercise of shareholder rights, Ethius pursues a versatile Impact strategy.
The investment methodology is shaped by the “Global Challenges Index”, which looks back on 16 years of performance with an annualized return of 9.41 % by the end of December 2023.
Overview
ISINs | DE000A2QCXY8 (Privat EUR), DE000A2QCXZ5 (Privat CHF), DE000A2QCX03 (Inst. EUR), DE000A2QCX11 (Inst. CHF), DE000A3DEBB4 (Inst. EUR - CHF Hedged) |
WKNs | A2QCXY (Privat EUR), A2QCXZ (Privat CHF), A2QCX0 (Inst. EUR), A2QCX1 (Inst. CHF), A3DEBB (Inst. EUR - CHF Hedged) |
Gebühren | Verwaltungsgebühr bis zu 1,50% p.a. (Anteilklasse Privat) ; bis zu 1,00% p.a.
(Anteilklasse Institutionell) |
Auflagedatum | 1. März 2021 |
Kategorie | Aktienfonds nach deutschem Recht (OGAW / UCITS) |
Fondswährung | EURO |
Regionaler Fokus | 19 Industrieländer, mit Schwerpunkt Europa + G7 |
Fondsinitator | Ethius Invest Schweiz GmbH, Luzern |
Fondsleitung / KVG | Universal-Investment-Gesellschaft mbH, Frankfurt |
Asset-Manager | CSR Beratungsgesellschaft mbH, Hofheim |
Verwahrstelle | Hauck Aufhäuser Lampe AG, Frankfurt |
Ertragsverwendung | Thesaurierend |
Geschäftsjahresende | 31.12. |
Documents to Download
Factsheets
Sustainability
Engagement
§
Mandatory publications
Key investor information
SFDR Web Publication
KID - Share Class Private EUR for Germany
KID - Share Class Institutional EUR for Germany
KID - Share Class Private CHF for Germany
KID - Share Class Institutional CHF for Germany