BNP Paribas Funds Sustainable Global Low Vol Equity Classic Capitalisation

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • The sub-fund seeks to increase the value of its assets over the medium term by investing in worldwide equities, issued primarily by socially responsible companies, selected through a process aimed at reducing risk by selecting low volatility securities.

Investment horizon

  • BNP Paribas Funds Sustainable Global Low Vol Equity Classic Capitalisation is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • Price/NAV

    08 Sept 2025

  • Start date
    16 May 2013
  • ISIN
    LU0823417810

Risk

  • Medium (3 of 7)

Morningstar rating

  • The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.

Sustainability

Annual cost

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • BNPP Sust Global Mlt-Fac Eq X USD Acc
    2.4%
  • CSL Ltd
    2.1%
  • Microsoft Corp
    2.1%
  • Kyocera Corp
    2.1%
  • Aristocrat Leisure Ltd
    2.0%
  • Cintas Corp
    2.0%
  • Wesfarmers Ltd
    2.0%
  • Telstra Group Ltd
    2.0%
  • Dollarama Inc
    2.0%
  • Boston Scientific Corp
    2.0%