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R-co 4Change Net Zero Crédit Euro I EUR Fonds

EUR
EUR
%

Valor 2421745

ISIN FR0010275644


Anlageziel R-co 4Change Net Zero Crédit Euro I EUR Fonds

The objective of the fund is to outperform the benchmark (Markit iBoxx™ € Corporates), over the recommended investment period and net of management fees, by implementing a discretionary management style combined with a socially responsible investment approach and a dynamic approach to reducing carbon emissions aimed at achieving the Net Zero target in 2050. The portfolio’s carbon intensity must be (i) at least 20% below that of the fund’s benchmark index, and (ii) respect a downward trajectory of 5% a year, with a target of 7%, established at the end of each financial year, with 31 December 2019 as the reference date. Since 20/12/2019: the stock selection process incorporates an ESG analysis of companies. The performances prior to this date were therefore achieved under conditions that are no longer relevant.To build a portfolio of interest-rate products managed within a sensitivity range of 0 to 6.

Stammdaten

Valor 2421745
ISIN FR0010275644
Fondsgesellschaft Rothschild & Co Asset Management
Kategorie Anleihen EUR diversifiziert
Währung EUR
Mindestanlage 2’845’127.21
VL-fähig? Nein
Thesaurierend/Ausschüttend Thesaurierend
Fondsmanager Emmanuel Petit, Julien Boy, Nicolas Racaud

Aktuelle Daten

Fondsnote
Aktueller Rücknahmepreis 155’076.69
Fondsvolumen 62’221’198.82EUR
Total Expense Ratio (TER) 0.49%

Gebühren

Verwaltungsgebühr -
Depotbankgebühr 0.00 %
Rücknahmegebühr 0.00 %
Ausgabeaufschlag 2.00 %