Green Tech ESG Equity Fund
Green Tech ESG Equity Fund (CHF)
Cumulative Monthly Returns
ISIN
LI0566543877
Bloomberg Code
SGRTCRH LE
Factsheet
Basisinformationsblatt
Cost structure
Management Fee: 1.5% p.a
Green Tech ESG Equity Fund (EUR)
Cumulative Monthly Returns
ISIN
LI0566543893
Bloomberg Code
SGRTEER LE
Factsheet
Basisinformationsblatt
Cost structure
Management Fee: 1.5% p.a.
Green Tech ESG Equity Fund (USD)
Cumulative Monthly Returns
ISIN
LI0566543919
Bloomberg Code
SGRTEUR LE
Factsheet
Basisinformationsblatt
Cost structure
Management Fee: 1.5% p.a.
Portfolio-Komposition
What is Green Technology
Green technology is also called sustainable technology, ecological technology or clean technology and has the potential to positively change the world. The goal is to protect the environment and strengthen the economy. From reducing greenhouse gases to improving energy efficiency, green technology can help reduce environmental impact to be C02 neutral by 2050. In addition, Green Technology can also help consumers reduce their energy consumption while lowering the cost of using energy and becoming more self-sufficient. The development and use of sustainable technologies can reduce dependence on fossil fuels while strengthening the economy. This leads to newly created jobs and entirely new job profiles.
Challenges in the implementation of Green Technology
As Green Technology plays a major role in addressing global climate and environmental challenges, it is important to realise the full potential of these technologies. Therefore, it is necessary that we remove the existing barriers to enable widespread and effective implementation. The cost of implementing green technology is a major factor that can prevent implementation. Another factor is end-user acceptance, as people are sometimes reluctant to adopt new technologies. Therefore, we need to intensify targeted research to develop future-oriented technologies and ensure that the costs of implementation remain competitive. In addition, we also need to work on acceptance by demonstrating the benefits of green technology and the positive impact on the environment.
SDG-Mapping
The SDG mapping shows which UN Sustainable Development Goals (SDGs) the companies we selected are pursuing.
Economic Activity
The Economic Activities, as defined by the EU taxonomy, show in which sustainable sectors the companies are active.
ESG Heat Map
The ESG Heat Map focuses on the “E” in the context of ESG. It shows how sustainable the companies selected by us are in the areas of energy & climate change, environmental protection standards & reporting and resource management.
Investment strategy
Based on our multi-factor model, we select the best 25 stocks from the Green Tech investment universe, which comprises around 300 companies, every six months. The semi-annual rebalancing takes place at the beginning of May and at the beginning of November. The weighting of the factors is as follows:
Momentum (40%)
Value (40%)
Quality (20%)
We constantly analyse the absolute and relative momentum of our investments. If the defined momentum criteria are no longer met, we consistently sell the shares. The proceeds from the sales are not immediately reinvested, however, but held in liquidity until the next rebalancing. With this proven approach, we demonstrably reduce the setback risk.
The structure of the fund
Investment Advisor
Global Strategic Capital AG, Zurich
Portfolio Manager
Aquila Asset Management AG, Zurich
Fund management
VP Fund Solution AG, Liechtenstein
Depotbank
VP Bank AG, Liechtenstein
Revision
KPMG AG, Zurich