CT (Lux) SDG Engagement Global Equity A USD Acc
Equity fund
1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- The Portfolio aims to achieve long-term capital growth and support sustainable development. The Portfolio invests primarily in a diversified portfolio of equity and equity-related securities (excluding convertible bonds and bonds with warrants) of mid-capitalisation, which may be anywhere in the world and be in any industry or sector.
Investment horizon
- CT (Lux) SDG Engagement Global Equity A USD Acc 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 date28 Feb 2019
- ISINLU1917706845
Risk
- High (5 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
- SustainabilityPartial
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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Xylem Inc4.5%
- Smurfit WestRock PLC3.7%
- Corning Inc3.7%
- Kerry Group PLC Class A3.4%
- Halma PLC3.3%
- Encompass Health Corp3.3%
- Waste Connections Inc3.3%
- Gen Digital Inc3.2%
- DNB Bank ASA3.2%
- Hoya Corp3.1%