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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.

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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

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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

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Mandatory publications

Prospectus by Universal-Investment-Gesellschaft mbH

Prospectus for Germany

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