JSS Sustainable Equity - Green Planet I CHF accRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -12.2 | 10.0 | 5.4 | |
+/-Cat | - | - | 0.7 | 5.2 | 1.1 | |
+/-B’mrk | - | - | -4.5 | -5.2 | -7.1 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Global TME NR USD |
Key Stats | ||
NAV 25/09/2024 | CHF 120.77 | |
Day Change | -0.02% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU1965939850 | |
Fund Size (Mil) 30/08/2024 | EUR 433.78 | |
Share Class Size (Mil) 30/08/2024 | CHF 1.31 | |
Max Initial Charge | - | |
Ongoing Charge 08/04/2024 | 1.05% |
Investment Objective: JSS Sustainable Equity - Green Planet I CHF acc |
The fund seeks to achieve long-term capital appreciation through global investments in equities of companies with revenues from products and services that are contributing to green solutions. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Lurch 30/09/2020 | ||
Tomasz Godziek 01/06/2022 | ||
Click here to see others | ||
Inception Date 02/11/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Global TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JSS Sustainable Equity - Green Planet I CHF acc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Republic Services Inc | Industrials | 5.32 |
Microsoft Corp | Technology | 4.75 |
Clean Harbors Inc | Industrials | 3.89 |
PTC Inc | Technology | 3.50 |
Siemens AG | Industrials | 3.50 |
Increase Decrease New since last portfolio | ||
JSS Sustainable Equity - Green Planet I CHF acc |