Zwitserleven Duurzaam Wereld Aandelenfonds

About the fund

  • This fund has a sustainable investment objective.
  • Invests in a broadly diversified portfolio of globally listed equities.
  • Invests in companies actively contributing to the Sustainable Development Goals (SDGs) as set by the United Nations (UN).
  • Managed by specialized fund managers.
  • Features an actively managed policy with attractive returns.

Fund data

  • ISIN
    No data available –
  • NAV
    €34.37
  • Trading rate
    €34.39
  • Date
    04-12-2024
  • Morningstar
    Morningstar not available
  • SFDR
    SFDR 9
  • Category
    Equities
  • Currency hedging
    Non-hedged
  • Regime
    AIFMD
  • Region
    World

Who is the fund for?

Zwitserleven Duurzaam Wereld Aandelenfonds 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?

Zwitserleven Duurzaam Wereld Aandelenfonds 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 and 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

Period per 31-10-2024 YTD 1 year 3 years 5 years
Fund 13,90% 26,91% 0,74% 8,92%
Benchmark 18,03% 29,29% 7,78% 11,69%

View performance

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The chart is based on daily returns calculated using intrinsic value. Zwitserleven Duurzaam Wereld Aandelenfonds is a new fund; the performance history in the chart up to and including November 25, 2020, is derived from the returns of Cardano SDG Aligned Equity Global – C1 Inc EUR. The investment policy of Zwitserleven Duurzaam Wereld Aandelenfonds is consistent with that of Cardano SDG Aligned Equity Global – C1 Inc EUR, and therefore provides a comparable performance indication. Past results offer no guarantee for the future.

ESG Dashboard

Explore the ESG Dashboard for detailed sustainability information at the fund level (in Dutch).

View the detailed information

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.

Zwitserleven Duurzaam Wereld Aandelenfonds is a sub-fund of Zwitserleven Institutionele Beleggingsfondsen. The manager of Zwitserleven Duurzaam Wereld Aandelenfonds 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 Key Information Document are available for this sub-fund. The information displayed on this webpage should not be considered as investment advice.