Funds

MAP Sustainable Global Equities (EUR) – S

ISIN / Telekurs : LU1121106071 / 25647614
Lower risk 1234567 Higher risk
At a glance

MAP Sustainable Global Equities (EUR) – S generate growth while giving special attention to capital preservation through active management of market risks exposure. Its objective is to outperform the benchmark in a recurring and sustainable way, by 3% per year on an investment time horizon of five years.


Performances


MAP Fund  
Annual pro forma return 2003-2014 14.10%  
Annual performance since inception 2.21%
Performance, YTD 2.92%
Performance, MTD -0.64%
Maximum Monthly Drawdown*
Volatility*
Sharpe ratio*
Sortino ratio*

* - Pro forma performance

Strategy and allocation

MAP Sustainable Global Equities (EUR) – S provides sustainable asset management based on process both top down – tactically allocating exposures on markets and currencies after a multifactorial model (1875 MAP), and bottom up – selection of stocks using the 1875 Sustainable Global Equity indexes integrating efficiently Environmental, Social and Governance criteria (ESG).

Strategic asset allocation
Reports and comments


PDF Format
ProspectusDownload (.pdf)
Factsheet - 2017
Factsheet - 2016
Factsheet - 2015
Key Investor InformationDownload (.pdf)
Annual reportsDownload (.pdf)
Semi-annual reportsDownload (.pdf)
Characteristics

Asset classglobal equities
BMMSCI World DM TR - currency: 60% EUR
Reference currencyEUR
Net exposure100%, min. 0% - max. 100%
Investment stylelong-only, active, fundamental
Type of investmentsustainable, integrating ESG criteria
Number of holdings71 stocks
Approachtop down and bottom up
Foreign currencymin. 0% - max. 70%
Subscription / RedemptionD+2 / D+5
Minimum investmentEUR 10.000
Dividend distributionre-invested
ClassesS, Z, I
Management fees / TER (p.a.)2.1% / 2.66%
DomicileLuxembourg
RegistrationSwitzerland, Luxembourg, France
Representative / CorrespondentCarnegie Fund Services / BNP Paribas
Legal formSICAV - UCITS - open fund
Initiator and manager1875 FINANCE, Switzerland - FINMA regulated
Custodian bankPictet & Cie (Europe) S.A.
Administrator and transfer agentFundPartner Solutions (Europe) S.A.
AuditorErnst & Young, Luxembourg