ODDO BHF Algo Sustainable Leaders CRw-EUR

Smart Momentum ODDO BHF Algo Sustainable Leaders CRw-EUR Unit CRw-EUR - EUR ISIN code : DE0007045437
Morningstar®
Rating as of 31 Août 2023
Europe Large-Cap Blend Equity
Assets Under Management (million) 283 EUR NAV N-1 day 272.85 EUR
NAV at 27/09/2023 272.45 EUR YTD 8.00%
Risk Indicator* 1 2 3 4 5 6 7 12-month performance 16.79 %
Recommended
investment
horizon 36
month
Annualized perf. since inception 5.09 %
The aim of investing in ODDO BHF Algo Sustainable Leaders is to obtain a sustainable return on the income and growth of investments in securities while minimizing the economic risks. ODDO BHF Algo Sustainable Leaders invests primarily in equities belonging to the STOXX Europe Sustainability ex AGTAFA index. Strict sectorial exclusions are applied. Stock selection is based on a trend-following model and ESG criteria (environmental, social and governance) are considered. An internal scoring system is used, which is based on proprietary analyses and external databases. In addition, active monitoring of controversial aspects is carried out (human rights, corruption, etc.) The Fund is a financial product that promotes environmental and social characteristics as defined in Article 8 (1) of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial services sector (“SFDR”).
* The summary risk indicator (SRI) is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the market or because we are not able to pay you. It ranges from 1 (low risk) to 7 (high risk). This indicator is not constant and will change according to the fund's risk profile. The lowest category does not mean risk-free. Historical data, such as that used to calculate the SRI, may not be a reliable indication of the fund's future risk profile. There is no guarantee that the investment objectives in terms of risk will be achieved.
Investors are reminded that past performance is not a reliable indication of future returns and is not constant over time.

Annual performances (rolling 12 months)

Calendar performance of the fund