BGF Circular Economy A2

8.13%
hittil i år

Tidsserie

Konsentrasjon

🌶🌶🌶

Type fond

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

Siste måned

4.78%

Siste 6 måneder

8.83%

Hittil i år

8.13%

Siste år

16.31%

Siste 3 år (Per år)

7.57%

Pris

Vis priser med rabatt for Akademikerne Pluss eller Tekna

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

3 av 5

Gyldig for aksjesparekonto

Ja

Tilgjengelig for pensjon

Ja

Aksjer

97.03%

Kontanter

2.95%

Obligasjoner

0.02%

Selskaper med størst posisjon

  • REPUBLIC SERVICES INC
    4.84%
  • MICROSOFT CORP
    4.56%
  • AVERY DENNISON CORP
    3.87%
  • LOREAL SA
    3.77%
  • CRH PUBLIC LIMITED PLC
    3.55%
  • UPM-KYMMENE
    3.34%
  • GRAPHIC PACKAGING HOLDING
    3.32%
  • ASML HOLDING NV
    3.27%
  • COCA COLA EUROPACIFIC PARTNERS PLC
    3.09%
  • VEOLIA ENVIRON. SA
    3.04%

Sektorer

  • Industri
    31.64%
  • Syklisk konsum
    20.19%
  • Materialer
    19.93%
  • Teknologi
    16.00%
  • Defensivt konsum
    7.34%
  • Helse
    4.89%

Regioner

  • Nord-Amerika
    52.52%
  • Europa
    34.57%
  • Norden
    9.62%
  • Asia
    3.29%
  • Latin-Amerika
    0%
  • Afrika/Midt-Østen
    0%