ODDO BHF Algo Sustainable Leaders CRw-EUR

Smart Momentum ODDO BHF Algo Sustainable Leaders CRw-EUR Unit CRw-EUR - EUR ISIN code : DE0007045437
Morningstar®
Rating as of 30 Avril 2023
Europe Large-Cap Blend Equity
Assets Under Management (million) 293 EUR NAV N-1 day 277.74 EUR
NAV at 31/05/2023 275.10 EUR YTD 9.05%
Risk/return scale 1 234567 12-month performance 3.64 %
Recommended
investment
horizon 36
month
Annualized perf. since inception 5.22 %
The aim of investing in ODDO BHF Algo Sustainable Leaders is to obtain a sustainable return on the income and growth of investments in securities while minimizing the economic risks. ODDO BHF Algo Sustainable Leaders invests primarily in equities belonging to the STOXX Europe Sustainability ex AGTAFA index. Strict sectorial exclusions are applied. Stock selection is based on a trend-following model and ESG criteria (environmental, social and governance) are considered. An internal scoring system is used, which is based on proprietary analyses and external databases. In addition, active monitoring of controversial aspects is carried out (human rights, corruption, etc.) The Fund is a financial product that promotes environmental and social characteristics as defined in Article 8 (1) of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial services sector (“SFDR”).
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