CS Investment Funds 2 - Credit Suisse (Lux) Environmental Impact Equity Fund IBP USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 9.2 | -12.2 | 0.2 | 2.0 | |
+/-Cat | - | -5.8 | 0.7 | -4.7 | -0.5 | |
+/-B’mrk | - | -10.4 | -4.5 | -15.1 | -4.6 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 29/04/2024 | USD 1256.55 | |
Day Change | 0.83% | |
Morningstar Category™ | Sector Equity Ecology | |
ISIN | LU2176899024 | |
Fund Size (Mil) 29/04/2024 | USD 347.55 | |
Share Class Size (Mil) 29/04/2024 | USD 18.51 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 01/02/2024 | 0.85% |
Investment Objective: CS Investment Funds 2 - Credit Suisse (Lux) Environmental Impact Equity Fund IBP USD |
The objective of the Subfund is to achieve the highest possible return in US dollars (Reference Currency), while taking due account of the principle of risk diversification, the security of the capital invested, and the liquidity of the assets. This Subfund aims to outperform the return of the MSCI World ESG Leaders (NR) benchmark. The Subfund is actively managed. The benchmark is used as a reference point for portfolio construction and as a basis for setting risk constraints, and/or for Performance Fee measurement purposes. The majority of the Subfund’s equity securities will not necessarily be components of or have weightings derived from the benchmark. The Investment Manager will use its discretion to significantly deviate the weighting of certain components of the Benchmark and to significantly invest in companies or sectors not included in the benchmark in order to take advantage of specific investment opportunities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Holger Frey 01/03/2021 | ||
Bruno Azevedo 01/04/2024 | ||
Inception Date 25/06/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World ESG Leaders NR USD | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CS Investment Funds 2 - Credit Suisse (Lux) Environmental Impact Equity Fund IBP USD | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Installed Building Products Inc | Consumer Cyclical | 3.41 |
Itron Inc | Technology | 3.30 |
nVent Electric PLC | Industrials | 3.26 |
Acuity Brands Inc | Industrials | 3.16 |
Advanced Drainage Systems Inc | Industrials | 3.08 |
Increase Decrease New since last portfolio | ||
CS Investment Funds 2 - Credit Suisse (Lux) Environmental Impact Equity Fund IBP USD |