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Détail d'un fonds

Funds Detail



BL Sustainable Horizon

Theme Fund

Data as of 12/08/2022

Risk level

LowHigh
Recommended investment horizon : > 10 years

Performance

Average annual performance since launch 5,54 %

Performance as at 12/08/2022

FUNDS
201919,59 %
2020-1,56 %
202117,70 %
Since 01/01/2022-5,41 %
Over the last 12 months-2,15 %
Over 3 years14,38 %
Since launch120,10 %

Strategy

Investment objective and policy

The fund's objective is to generate long-term capital gains by investing in high-quality companies listed on equity markets anywhere in the world that have a solid sustainable competitive advantage. In addition to financial criteria, the selection process integrates environmental (E), social (S) and governance (G) factors. The investment strategy combines several sustainable dimensions (exclusion of controversial activities, quantitative screening and a themed segment). The fund aims to generate higher risk-adjusted returns than its benchmark universe over a full market cycle. Impact targets have been set in terms of the portfolio's environmental, social and governance performance and are regularly monitored. The fund manager implements an active, long-term strategy based on solid convictions.

General information

Net Asset Value 
Calculated Every business day
NAV class B capitalisation shares (12/08/2022)106,05 EUR
CODESISIN capitalisation code : LU0093570173
WKN capitalisation code : 937804
SICOVAM capitalisation code : 959287
Net assets (million)82,10 EUR
Launch date03/03/1997

Asset Publisher

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