ODDO BHF Green Planet CR-EUR

Ecology ODDO BHF Green Planet CR-EUR Unit CR-EUR - EUR ISIN code : LU2189930105
Assets Under Management (million) 105 USD NAV N-1 day 108.49 EUR
NAV at 26/09/2023 107.03 EUR YTD 1.11%
Risk Indicator* 1 2 3 4 5 6 7 12-month performance -5.53 %
Recommended
investment
horizon 60
month
Annualized perf. since inception 2.36 %
ODDO BHF Green Planet is a global equity fund that uses artificial intelligence to invest in listed equities with exposure to the theme of ecological transition, through a selection of associated sub-themes such as clean energy, energy efficiency, sustainable mobility and the preservation of natural resources. A big-data algorithm is first used to construct an universe of eligible investments composed of companies whose business model contributes significantly to the sub-themes identified above. A quantitative model is then applied to this limited investment universe to identify between 30 and 60 companies with the most attractive financial and risk characteristics. The management team may adjust the weightings at its own discretion and the portfolio is monitored on an ongoing basis. The fund seeks to be permanently invested in equities with the aim of generating long-term capital growth while integrating a non-financial analysis.The Fund is a financial product that promotes environmental and social characteristics as defined in Article 9 (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)