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R-co 4Change Net Zero Crédit Eur I CHF H Fonds

CHF
CHF
%

ISIN FR001400JCC2


Anlageziel R-co 4Change Net Zero Crédit Eur I CHF H 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
ISIN FR001400JCC2
Fondsgesellschaft Rothschild & Co Asset Management
Kategorie Anleihen Sonstige
Währung CHF
Mindestanlage 3’000’000.00
VL-fähig? Nein
Thesaurierend/Ausschüttend Thesaurierend
Fondsmanager Emmanuel Petit, Julien Boy, Nicolas Racaud

Aktuelle Daten

Fondsnote
Aktueller Rücknahmepreis 1’015.39
Fondsvolumen 60’832’379.81CHF
Total Expense Ratio (TER) 0.48%

Gebühren

Verwaltungsgebühr -
Depotbankgebühr -
Rücknahmegebühr 0.00 %
Ausgabeaufschlag 2.00 %