ALPHA (LUX) GLOBAL THEMES ESG FoF USD

ISIN
LU1913447402
Currency
Euro

Fund Facts

NAV (30.11.2022)
$8.5704
Total assets (30.11.2022)
$6,920,482.10
YTD return
-18.62%
Inception date
19.04.2021

Risk Profile

Lower risk
Higher risk
Lower expected return
Higher expected return

Return

What it invests in

Portfolio mix

The Alpha (LUX) Global Themes ESG FoF USD sub-fund mainly invests in equity UCITS or other collective investment undertakings managed by top foreign investment firms, which offer exposure to equities issued by companies that are expected to benefit from long-term structural trends.
The sub-fund seeks investment opportunities in sectors, such as climate change, innovative technology, new consumer trends and demographic change.
Moreover, the sub-fund applies certain ESG (Environmental, Social, Governance) criteria to define a suitable range of underlying UCITS with top ESG ratings and drive the portfolio towards the ones with strong sustainability performance.

Investment objective

Achieving a total return through capital appreciation and income generation over the long run.
 

What the benchmark is

The MSCI All Country World Price Return USD is the benchmark for the Alpha (LUX) Global Themes ESG FoF USD sub-fund.

It is used for the purpose of comparing performance. Therefore, it does not affect the active management of the mutual fund, which complies with the fund’s investment policy. As a result, the mutual fund portfolio structure and performance may significantly differ from the benchmark.
 

Who it is intended for

To investors:

  •  With a long-term investment horizon, 5 years minimum.

  •  With an aggressive investment profile.

  •  Who wish to invest mainly in UCITS units or shares, or in other collective investment undertakings, which offer exposure to international equities. 

  •  Who seek gains through a diversified portfolio.
     

How to invest

Purchasing shares

To invest in the Alpha (LUX) Global Themes ESG FoF USD, visit the Alpha Bank branch of your choice.

Find out how in our Investor guide.

Redeeming shares

You may redeem your shares on any working day. The amount will be available in your account 3 days after the transaction.

Find out about the entry and redemption fees.

Get daily updates on the share NAV through the Daily price bulletin.

Monitoring your investment

Monitor the performance of the funds you have invested in:

  • Daily, using myAlpha Web. You only need to add your investments to your Products.
  • Every month you receive an email detailing all your investment information. You simply need to opt for online updates when you open your trading account or request to have your settings changed later on.

Choose the route that best matches your needs