ODDO BHF Green Planet CR-EUR

Thematic Equity Ecology
ODDO BHF Green Planet CR-EUR

Unit CR-EUR - EUR ISIN code : LU2189930105

Morningstar®

Rating as of 30 September 2024
Sector Equity Ecology

Assets under management (million)

89 USD

NAV N-1 day 127.60 EUR

NAV at 06/11/2024

128.79 EUR

YTD 13.78%

Risk indicator*

1 2 3 4 5 6 7

Recommended investment horizon

60
Month

6.47 %

Annualized perf. since inception

22.75 %

12-month performance

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)

Calendar performance of the fund

Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past. 

This chart shows the fund’s performance as the percentage loss or gain per year over the last years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark. Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.