FONDS - Kempen (Lux) Sustainable European Smallcap Fund B
Zuletzt aktualisiert am: 20.06.2019

Fondsname
Kempen (Lux) Sustainable European Smallcap Fund B
Fondsgesellschaften
Kempen Capital Management U.K. Ltd.
Emittent
Kempen Capital Management (UK) Ltd.
Asset Manager
Kempen Capital Management

Fondsdaten (Aktienfonds)

   
Fondsvermögen

(per 31.05.2019)

167,35 Mio. EUR
Vermögen der Anteilsklasse

(per 31.05.2019)

0,96 Mio. EUR
ISIN LU0636593559
Fondspreis (per 20.06.2019)
Ausgabe k.A.
Rücknahme 40,01 Euro

Wertentwicklung (per 20.06.2019) *

   
10 Jahre 218,00 %
5 Jahre 36,76 %
3 Jahre 9,30 %
1 Jahr -4,28 %
Laufendes Jahr 19,09 %
Benchmark MSCI Euro Smallcap TR Index Adj. (50% less U.K.)

* in Euro (€)

Detaillierte Angaben der Fondsgesellschaft zu den Nachhaltigkeits-Kriterien des Fonds – entsprechend dem Format des FNG-Nachhaltigkeitsprofils.

Das Nachhaltigkeitsprofil ist auch als PDF verfügbar:
Zuletzt aktualisiert am:

2017-07-27

Nachhaltigkeitsansatz

Positivkriterien
UmweltJa
SozialesJa
GovernanceJa
Ausschlusskriterien
UmweltJa
SozialesJa
GovernanceJa
Weitere:
EngagmentJa, Intern organisiert
StimmrechtsausübungJa, Extern organisiert
Erläuterung: ISS , All votes are decided case by case internally
 
Best-in/of-ClassNein
Erläuterung: We do not invest on a best-in-class basis - rather we believe in active engagement. Small-caps often lack the resources to navigate and address ESG issues and we can help them here. Alongside our controversial activities exclusions, we will only invest in companies which meet or exceed our ESG standards and they must be able to demonstrate a clear strategy on ESG.
 
IntegrationJa
Erläuterung: We engage with all the companies that we consider potentially suitable for investment and have undertaken detailed ESG profiles that analyse both the specific positive attributes and risks of each individual company and the risks of the wider sector in general. We also look for any signs of ESG innovation. This process, which is driven by our proprietary research, has been in place since 2002. We also use the MSCI ESG platform but only as an additional and complimentary tool.
 
ThemenNein
Erläuterung: We are not thematic investors as we believe that the Social and Governance aspects of ESG are equally important to the Environmental aspects. All our investments must exceed both our Financial and ESG thresholds.
Weitere Informationen zum Nachhaltigkeitsansatz:



Erläuterung: We engage with our companies to help improve their ESG practices. Prior to purchasing a security, the company must obtain either a PASS or PROVISIONAL status. These are authenticated by an external sustainability consultant to avoid conflicts of interest. The ratings then apply for 3 and 2 years respectively, during which time we continue to engage and following which we re-score to ensure that they continue to meet our threshold standards (also to improve).

Researchpartner und Anzahl der Analysten

Transparenz

Gemeinschaftliches Engagment

Umwelt

Soziales

Governance

Normbasiertes Screening

 
* Keine Angabe einer Toleranzgrenze möglich.