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.


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 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 13 years of performance with an annualized return of 10.06 % by the end of 2020.

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Overview

ISINs
DE000A2QCXY8 (Privat EUR), DE000A2QCXZ5 (Privat CHF), DE000A2QCX03 (Inst. EUR), DE000A2QCX11 (Inst. CHF)
WKNs
A2QCXY (Privat EUR), A2QCXZ (Privat CHF), A2QCX0 (Inst. EUR), A2QCX1 (Inst. CHF)
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
Asset-Manager
MRB Vermögensverwaltungs AG , Zürich
Fondsleitung / KVG
Universal-Investment-Gesellschaft mbH, Frankfurt
Verwahrstelle
Hauck & Aufhäuser 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