LU1822773807UCITS FundThe Sustainable Energy Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of sustainable energy companies. Sustainable energy companies are those which are engaged in alternative energy and energy technologies including: renewable energy technology; renewable energy developers; alternative fuels; energy efficiency; enabling energy and infrastructure. The Fund will not invest in companies that are classified in the following sectors (as defined by Global Industry Classification Standard): coal and consumables; oil and gas exploration and production; and integrated oil and gas.
| Period | Fund | Index | Diff |
|---|---|---|---|
| 1 Year | +14.22% | +16.75% | −2.53% |
| 3 Years p.a. | +11.69% | +21.73% | −10.04% |
| 5 Years p.a. | +2.57% | +11.57% | −9.00% |
| Since Inception | +7.91% | +11.73% | −3.82% |
Figures as of 2026-10-02. Data from FundFacts API; not investment advice.