Cardano SDG Aligned Equity Global – C1 Inc EUR
About the fund
- This fund has a sustainable investment objective.
- Invests in a broadly diversified portfolio of global listed equities.
- Invests in companies that actively contribute to the Sustainable Development Goals (SDGs) as established by the United Nations (UN).
- Actively managed policy with attractive returns.
- Suitable for professional investors and retail investors.
Fund data
Who is the fund for?
Cardano SDG Aligned Equity Global – C1 Inc EUR is well-suited for investors who want a well-diversified actively managed portfolio of global equities with attractive returns in one go. And that wish to invest sustainably.
What does the fund invest in?
Cardano SDG Aligned Equity Global – C1 Inc EUR invests globally in publicly traded shares of listed companies. The fund aims to match at least the benchmark’s return over a three-year period. Besides pursuing a return objective, the fund also aims to add non-financial value, particularly by investing in companies that actively contribute to the Sustainable Development Goals (SDGs) as established by the United Nations (UN). At the same time, the fund seeks to minimize the negative environmental impact of the companies on the planet. Securities lending is not allowed. For the Cardano SDG Aligned Equity Global – C1 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 benchmark. The fund adheres to UCITS investment restrictions and invests no more than 10% in other UCITS funds.
Period per 31-10-2024 | YTD | 1 year | 3 years | 5 years |
---|---|---|---|---|
Fund | 13,47% | 26,24% | 0,32% | 8,54% |
Benchmark | 18,03% | 29,29% | 7,78% | 11,69% |
View performance
ESG Dashboard
Explore the ESG Dashboard for detailed sustainability information at the fund level (in Dutch).
Extra information
Sustainability related information
As a fund manager, Cardano has a ‘Principal Adverse Impact Statement‘. Indicators of adverse sustainability impacts applicable at the product level are included for each fund in the sustainability-related information, as well as in the pre-contractual sustainability information annexed to the prospectus. Scores on these indicators are included for each fund in the periodic sustainability information, which is annexed to the fund’s annual report. Therefore, Cardano does not publish a ‘Principal Adverse Impact Statement’ at the product level, i.e., for each fund.
Fund documents
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Download: Prospectus (in Dutch) (pdf, 1.64 MB)
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Download: Addendum (in Dutch) (pdf, 490.28 KB)
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Download: Factsheet (in English) (pdf, 1.33 MB)
Cardano SDG Aligned Equity Global – C1 Inc EUR is a sub-fund of Cardano Investment Funds I. 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.