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Anlagepolitik
So investiert der La Française LUX - Sustainable Real Estate Securities S EUR Hedged Inc Fonds: To achieve income and long-term capital growth (total return) by investing in global real estate with high ESG (Environmental, Social & Governance) characteristics. The sub-fund invests mainly in equities of real estate companies from OECD countries. Specifically, the sub-fund invests at least 80% of net assets in equities and equity-related securities issued by companies, including real estate investment trusts (REITs) that qualify as transferable securities under the 2010 Law and related regulations and generate at least 50% of gross revenues or net profits from, or have 50% of their assets in, real estate or related activities. Examples of these activities include owning, developing, building, financing, managing and marketing real estate, including commercial, industrial, residential or niche real estate sectors. The sub-fund may invest up to 15% of net assets in non-OECD countries.
Rating für La Française LUX - Sustainable Real Estate Securities S EUR Hedged Inc Fonds
€uro FondsNote | - |
Fonds Performance: La Française LUX - Sustainable Real Estate Securities S EUR Hedged Inc Fonds
Performance 1 Jahr | 27,30 | |
Performance 2 Jahre | -3,58 | |
Performance 3 Jahre | -4,98 | |
Performance 5 Jahre | - | |
Performance 10 Jahre | - |
Fundamentaldaten
WKN | |
ISIN | LU1586242908 |
Name | La Française LUX - Sustainable Real Estate Securities S EUR Hedged Inc Fonds |
Fondsgesellschaft | La Française Asset Management |
Aufgelegt in | Luxembourg |
Auflagedatum | 19.06.2017 |
Kategorie | Branchen: Immobilienaktien Sonstige |
Währung | EUR |
Volumen | 10 405 089,18 |
Depotbank | BNP Paribas, Luxembourg Branch |
Zahlstelle | NPB Neue Private Bank AG |
Fondsmanager | Jana Sehnalova, Chris Jakobiak |
Geschäftsjahresende | 31.12. |
Berichtsstand | 21.02.2023 |
Konditionen
Ausgabeaufschlag | 5,00 % |
Verwaltungsgebühr | % |
Depotbankgebühr | % |
VL-fähig? | Nein |
Mindestanlage | 20 000 000,00 |
Ausschüttung | Ausschüttend |
Fondsgesellschaft
Name | La Française Asset Management |
Postfach | 128 boulevard Raspail |
PLZ | 75006 |
Ort | Paris |
Land | |
Telefon | 01 44 56 10 00 |
Fax | |
Internet | http://www.lafrancaise-am.com/ |
Fonds KategorievergleichFonds aus der gleichen Kategorie mit besserer Ein-Jahres-Performance.
Name | 1J Perf. | |
---|---|---|
DWS RREEF Global Real Estate Securities Master Fund JPYH (RUB) Fonds | 66,88 |