About the fund

• This fund promotes environmental and social characteristics.
• Invests in a broadly diversified portfolio of equities of publicly listed companies worldwide.
• Invests in companies that comply with the Cardano Sustainable Investment Policy.
• Aims for returns close to the benchmark at low costs.
• Minimum 30% sustainable investments.
• Tax-efficient due to its Dutch structure.
• Participation class for professional investors with a special management agreement.

Who is the fund for?

Cardano ESG Transition Enhanced Index Equity Global – Z1 Inc EUR is well-suited for investors who want a well-diversified portfolio of publicly listed equities with global coverage in developed countries in the regions Europe, North America and Pacific in one go. And that value investing in the ESG transition. This Z1 Inc EUR participation class is intended for professional investors with a special management agreement. For retail investors, the C1 Inc EUR participation class is available.

What does the fund invest in?

Cardano ESG Transition Enhanced Index Equity Global – Z1 Inc EUR invests in (certificates of) shares of companies that are part of the MSCI World Index Net 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 as closely as possible approximates the return of the Index. Securities lending is not allowed. For the Cardano ESG Transition Enhanced Index Equity Global – Z1 Inc EUR share class, 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 adheres to UCITS investment restrictions and invests no more than 10% in other UCITS funds.

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.