SEB Global Climate Opportunity C EUR

Performance History31-07-2022
Growth of 1,000 (EUR)
SEB Global Climate Opportunity C EUR
Fund-14.122.0-0.829.1-5.7
+/-Cat-4.80.62.93.0-4.0
+/-Idx-7.8-0.87.80.4-7.4
 
Key Stats
NAV
19-08-2022
 EUR 2.03
Day Change -1.12%
Morningstar Category™ Global Large-Cap Value Equity
ISIN LU0122113094
Fund Size (Mil)
19-08-2022
 EUR 276.63
Share Class Size (Mil)
19-08-2022
 EUR 197.35
Max Initial Charge -
Ongoing Charge
17-02-2022
  1.55%
Investment Objective: SEB Global Climate Opportunity C EUR
SEB Global Climate Opportunity Fund aims to increase the value of your investment over time while seeking to create positive climate impact to achieve, among other things, the long-term objective of the Paris agreement. The fund invests mainly in equities of companies from anywhere in the world, including emerging markets. Specifically, the fund invests at least 85% of total net assets in equities and equity-related securities issued by companies of any size, sector and country, traded on a regulated market. The investment team actively manages the fund’s holdings and identifies companies that contribute to its sustainable objective. The team uses a quantitative strategy to select companies that are deemed to offer the best potential for long-term capital growth. The investment team focuses on the climate related factors of potential investments and identify companies with positive sustainability characteristics using a proprietary sustainability model based on specific ESG criteria.
Returns
Trailing Returns (GBP)19-08-2022
YTD-3.37
3 Years Annualised11.58
5 Years Annualised7.76
10 Years Annualised9.88
12 Month Yield 0.00
Management
Manager Name
Start Date
Mirella Zetoun
14-10-2021
Inception Date
08-01-2001
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Benchmarks
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR EURMSCI ACWI Value NR USD
Target Market
Role In Portfolio
Standalone / CoreNesvarbu
ComponentNesvarbu
OtherNesvarbu
Primary Objective
IšsaugojimasNo
GrowthYes
PajamosNo
HedgingNo
OtherNesvarbu
Portfolio Profile for  SEB Global Climate Opportunity C EUR31-07-2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.630.0099.63
Bonds0.000.000.00
Cash2.081.740.34
Other0.030.000.03
Top 5 Regions%
United States58.83
Eurozone8.77
Europe - ex Euro6.25
Asia - Emerging6.10
Japan5.50
Top 5 Sectors%
Industrials22.97
Technology21.15
Consumer Cyclical15.91
Basic Materials12.90
Utilities12.86
Top 5 HoldingsSector%
First Solar IncTechnologyTechnology2.22
Enphase Energy IncTechnologyTechnology2.14
SolarEdge Technologies IncTechnologyTechnology2.02
Nucor CorpBasic MaterialsBasic Materials1.95
Itron IncTechnologyTechnology1.93
SEB Global Climate Opportunity C EUR

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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