About the fund

• This fund promotes environmental and social characteristics.
• Invests in a broadly diversified portfolio of listed European equities.
• Invests in companies that comply with our ESG policy and exclusion policy.
• Does not invest in companies whose core activity involves generating revenue from, among other things, the exploration, extraction, or distribution of fossil fuels, or from electricity generation using fossil sources.
• A return close to the benchmark at low costs.
• Minimum 30% sustainable investments.
• Participation class for participants with a special management agreement that are tax exempt in the Netherlands.
• Domiciled in the Netherlands.

Who is the fund for?

Cardano ESG Transition Enhanced Index Equity Europe ex Fossil (I) – Z2 Acc EUR is well-suited for investors who want to invest in a well-diversified portfolio of publicly listed equities in member states of the European Union, United Kingdom, Switzerland, and Norway in one go. And that value investing in the ESG transition, without investments in companies that are highly dependent on (providing services to) activities in the field of production, distribution and/or exploration of fossil fuels. This Z2 Acc EUR participation class is only accessible for participants with a special management agreement that are tax exempt in the Netherlands.

What does the fund invest in?

Cardano ESG Transition Enhanced Index Equity Europe ex Fossil (I) – Z2 Acc EUR invests in (certificates of) shares of companies that are part of the Solactive ISS ESG Europe Paris-Aligned Benchmark Index NTR EUR (Index), excluding those that do not comply with the Cardano Sustainable Investment Policy. The aim of the fund, considering the Cardano Sustainable Investment Policy applicable to the fund, is to achieve a return for participants that approximates the return of the Index as closely as possible. Securities lending is not allowed. For the participation class Cardano ESG Transition Enhanced Index Equity Europe ex Fossil (I) – Z2 Acc EUR, currency risk is not hedged.

Concrete sustainability objectives have been formulated for the fund, to which companies must make a conscious and demonstrable positive contribution, while ensuring that sustainability risks are adequately managed. The value of the investments in the fund may fluctuate significantly as a result of the investment policy, both in absolute terms and relative to the Index.

The fund manager is Cardano Asset Management N.V. (formerly ACTIAM N.V.). Cardano and the fund are registered with the AFM (Dutch Authority for the Financial Markets). A prospectus and terms and conditions are available for this fund. The information displayed on this webpage should not be considered investment advice.