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
26 Aug 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
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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Xylem Inc4.0%
- Kerry Group PLC Class A4.0%
- Smurfit WestRock PLC3.9%
- Encompass Health Corp3.6%
- DNB Bank ASA3.4%
- Halma PLC3.3%
- Gen Digital Inc3.2%
- Waste Connections Inc3.0%
- Corning Inc3.0%
- Hoya Corp2.8%