QFS SICAV - Equities Climate Transition EUR I acc
The aim of Equities Climate Transformation is to achieve a performance that leads to an additional return compared to the global equity market. It primarily selects companies that set themselves climate targets or aim to reduce CO2 emissions. The investment universe comprises more than 11,000 global equities.
General Information
ISIN | LU2250014300 |
Bloomberg | QUACLEI |
Fund currency | EUR |
Appropriation of earnings | Accumulating |
Benchmark | MSCI World Standard |
Inception date (share class) | 2023-01-17 |
Currency hedged | No |
Management Company | Union Investment Luxembourg S. A. |
Depositary | DZ - PRIVATBANK S.A. |
Ongoing charges | 0.73 % (estimate) |
Management fee | 0.60 % p.a. |
Flat fee | 0.12 % p.a. |
Registered countries | LU, DE, CH, NL, DK, FI, FR, SE, NO |
Total fund AuM | 22.20 m in EUR |
Share price | 1419.80 in EUR |
Sustainability | Article 8 SFDR |
Performance Chart (net returns)
2023 |
---|
14.32 |
Performance Ratios
Period | Fund (%) |
---|---|
1 month | 6.51 |
YTD | 24.19 |
1 year | 29.87 |
Since inception p.a. | 21.07 |
Ratio | Fund |
---|---|
Sharpe ratio | 1.87 |
Volatility | 9.41 |
Tracking error | 3.22 |
Information ratio | -0.39 |
Beta | 1.04 |
VaR (99%/10) | 4.95 |
Sector Allocation
AbsoluteCountry Allocation
AbsolutePortfolio Ratios
Ratio | Fund |
---|---|
Dividend yield (%) | 2.26 |
Return on equity (%) | 17.50 |
Price/Book | 2.14 |
Price/Earnings | 15.57 |
Market Cap (free float, billion) | 240.0 |
Price/Cash Flow | 9.80 |
Number of positions | 149 |
Top 10 securities
Name | Weight (%) |
---|---|
NVIDIA CORP | 1.82 |
EVONIK INDUSTRIES AG | 1.76 |
APPLE INC | 1.73 |
KINGSPAN GROUP PLC | 1.58 |
TRANE TECHNOLOGIES PLC | 1.51 |
NOVARTIS AG-REG | 1.5 |
LEGRAND SA | 1.42 |
INTL BUSINESS MACHINES CORP | 1.31 |
GENERAL MOTORS CO | 1.29 |
SYLVAMO CORP | 1.26 |
Here you can find further information on Quoniam`s approach to “sustainability risks” and “adverse sustainability impacts”.
DISCLAIMER
Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found in English on union-investment.lu under the heading "Downloads".
QFS-SICAV (Quoniam Funds Selection SICAV)
Management company: Union Investment Luxembourg S.A.
Portfolio management: Quoniam Asset Management GmbH
Quoniam Bonds MinRisk SGB
Management company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH
UniInstitutional European MinRisk Equities
Management company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH
RECHTLICHER HINWEIS<\/b><\/p>
Ausf\u00fchrliche produktspezifische Informationen und Hinweise zu Chancen und Risiken sowie die Vertriebs- und Zahlstellen finden Sie in deutscher Sprache auf union-investment.lu unter der Rubrik \u201eDownloads<\/a>\u201c<\/p>\n\n QFS-SICAV (Quoniam Funds Selection SICAV)<\/b> Quoniam Bonds MinRisk SGB<\/b> UniInstitutional European MinRisk Equities<\/b> DISCLAIMER<\/b><\/p> Detailed product-specific information and notes on opportunities and risks as well as the sales and paying agents can be found in English on union-investment.lu under the heading \"Downloads<\/a>\".<\/p>\n\n QFS-SICAV (Quoniam Funds Selection SICAV)<\/b> Quoniam Bonds MinRisk SGB<\/b> UniInstitutional European MinRisk Equities <\/b> Hier<\/a> finden Sie die Informationen der Quoniam<\/a> zum \u201eUmgang mit Nachhaltigkeitsrisiken\u201c sowie zu den \u201eAngaben zu nachhaltigen Nachhaltigkeitsauswirkungen\u201c.<\/p>","EN":" Here<\/a> you can find further information on Quoniam`s<\/a> approach to \u201csustainability risks\u201d and \u201cadverse sustainability impacts\u201d.<\/p>"}},"Files":{"_Meta":{"Headline":{"DE":"Downloads","EN":"Downloads"}},"Data":[{"OrderNr":1,"Identifier":"Annual Report","Key":{"DE":"Jahresbericht","EN":"Annual Report"},"Value":{"DE":"LU2250014300_AR_Quoniam Funds Selection SICAV_30.09.2023.pdf","EN":"LU2250014300_AR_GB_en_LU1120175770_YES_2023-09-30.pdf"}},{"OrderNr":2,"Identifier":"Factsheet","Key":{"DE":"Factsheet","EN":"Factsheet"},"Value":{"DE":"","EN":""}},{"OrderNr":3,"Identifier":"KIID","Key":{"DE":"BIB","EN":"KID"},"Value":{"DE":"Quoniam_Funds_Selection_SICAV___Equities_Climate_Transition_EUR_I_acc_LU2250014300-20240522-1-LU.pdf","EN":"Quoniam_Funds_Selection_SICAV___Equities_Climate_Transition_EUR_I_acc_LU2250014300-20240522-1-LU.pdf"}},{"OrderNr":4,"Identifier":"PdfTransfer","Value":{"DE":"","EN":""}},{"OrderNr":5,"Identifier":"Semiannual Report","Key":{"DE":"Halbjahresbericht","EN":"Semiannual 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\nKapitalverwaltungsgesellschaft: Union Investment Luxembourg S.A.
Portfoliomanagement: Quoniam Asset Management GmbH <\/p>\n \n
\nVerwaltungsgesellschaft: Union Investment Privatfonds GmbH
Portfoliomanagement: Quoniam Asset Management GmbH <\/p>\n\n
\nVerwaltungsgesellschaft: Union Investment Privatfonds GmbH
Portfoliomanagement: Quoniam Asset Management GmbH<\/p>","EN":"
\nManagement company: Union Investment Luxembourg S.A.
Portfolio management: Quoniam Asset Management GmbH<\/p>\n \n
\nManagement company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH <\/p>\n\n
\nManagement company: Union Investment Privatfonds GmbH
Portfolio management: Quoniam Asset Management GmbH<\/p>"},"ESGDisclaimer":{"DE":"