The investment objective of the C WorldWide Global Equities Ethical composite is to achieve long-term capital growth exceeding the return of the market with a moderate risk profile in line with or below the market risk.
The portfolio invests in global equities and in companies considered to demonstrate socially responsible conduct. In addition the portfolio does not invest in companies that have a substantial part of their activities in the production, distribution or sale of alcohol, tobacco, pornography, gambling, weapons or technological products used specifically for weapons purposes. C WorldWide Global Equities Ethical applies the same investment process as C WorldWide Global Equities, but before investing in a new company, its portfolio will be screened by an external consultant to ensure that the companies of the portfolio comply with international conventions and standards and apply social and environmental considerations.
TOP 10 HOLDINGS
|Share in %|
|Thermo Fisher Scientific||5.1 %|
|AIA Group||4.8 %|
|The Home Depot||4.5 %|
RETURN & RISK
|YTD||1 Y||3 Y||5 Y||10 Y||Lifetime||P.A.|
|Relative performance (%)||6.8||10.9||11.4||29.9||40.8||198.7||3.1|
|3 Y||5 Y||10 Y||Lifetime|
|Std. dev. portfolio (%)||9.9||12.5||11.3||13.4|
|Std. dev. benchmark (%)||10.5||11.8||10.6||12.4|
|Portfolio category:||Global Equities Ethical|
|Launch date:||31 December 2002|
|Benchmark:||MSCI All Country World|
|Investment Manager:||C WorldWide Asset Management|
|Portfolio Manager:||Mattias Kolm|
|Performance calculation:||Performance figures are GIPS verified|
This fact sheet is for information purposes only and shall not be considered an offer or invitation to purchase or sell any of the products or services mentioned on this website. All reasonable precautions have been taken to ensure the accuracy of information available on this website. The information may be amended at any time by C WorldWide Asset Management without notice.
We must emphasize that the figures in this publication are based on past performance. Past performance is not a reliable indicator of future performance. The return may increase or decrease as a result of currency fluctuations.
The figures are based on a GIPS composite and the full GIPS report is available upon request. The figures are gross of investment management fee and performance fee, if any. Fees incurred by the investor such as custody fees and transaction costs are not included.