BGF Circular Economy A2

19.84%
hittil i år

Sammenlign

Dette fondet

Tidsserie

Konsentrasjon

🌶🌶🌶

Type

Bransjefond

Bærekraft

🌳🌳🌳

Beskrivelse

The Fund seeks to maximise total return. The Fund invests at least 80% of its total assets in the equity securities of companies globally that benefit from, or contribute to, the advancement of the “Circular Economy”. Although the intention is to invest only in such equity securities, up to 20% of the total assets of the Fund may be invested in other equity securities, fixed income securities, collective investment schemes or cash (which may not be consistent with the Circular Economy concept) for the purposes of meeting the Fund’s objective or for liquidity purposes. The Circular Economy concept recognises the importance of a sustainable economic system and represents an alternative economic model to the default “make-use-throw away” approach of consumption, which is believed to be unsustainable given scarce resources and the rising cost of managing waste.

Avkastning pr. 30.04

Inneværende måned

3.27%

Siste 6 måneder

16.06%

Hittil i år

19.84%

Siste år

19.50%

Siste 3 år (Per år)

11.17%

Pris

Vis priser med rabatt for
 Akademikerne Pluss
Er du ikke medlem? Meld deg inn her

Pris for fondet

1.80%

Plattformavgift

0.25%

Returprovisjon

0.75%

Totalpris
(Det du betaler årlig)

1.30%

Nøkkelinformasjon

Risiko

6 av 7

Morningstar-rating

2 av 5

Gyldig for aksjesparekonto

Ja

Tilgjengelig for pensjon

Ja

Aksjer

94.05%

Kontanter

5.93%

Obligasjoner

0.02%

Selskaper med størst posisjon

  • BLK ICS USD LEAF AGENCY DIST
    4.52%
  • AGILENT TECHNOLOGIES INC
    3.57%
  • LOREAL SA
    3.52%
  • REPUBLIC SERVICES INC
    3.49%
  • WASTE MANAGEMENT INC
    3.23%
  • TJX INC
    3.20%
  • COCA COLA EUROPACIFIC PARTNERS PLC
    3.10%
  • MICROSOFT CORP
    3.00%
  • LKQ CORP
    2.98%
  • NESTLE SA
    2.94%

Sektorer

  • Industri
    35.85%
  • Syklisk konsum
    18.07%
  • Materialer
    15.44%
  • Teknologi
    12.10%
  • Defensivt konsum
    10.16%
  • Helse
    8.37%

Regioner

  • Nord-Amerika
    48.92%
  • Europa
    32.84%
  • Norden
    9.26%
  • Asia
    8.99%
  • Latin-Amerika
    0%
  • Afrika/Midt-Østen
    0%