BNP Paribas Funds Sustainable Global Low Vol Equity Classic Capitalisation

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

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

    04 Jun 2025

  • Start date
    16 May 2013
  • ISIN
    LU0823417810

Risk

  • Medium (4 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

Costs

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee
  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • VeriSign Inc
    2.2%
  • BNPP Sust Global Mlt-Fac Eq X USD Acc
    2.1%
  • Microsoft Corp
    2.1%
  • Boston Scientific Corp
    2.1%
  • SAP SE
    2.1%
  • Cognizant Technology Solutions Corp Class A
    2.1%
  • Visa Inc Class A
    2.1%
  • Yum Brands Inc
    2.0%
  • Cintas Corp
    2.0%
  • CME Group Inc Class A
    2.0%