ABN AMRO Funds - Walden US ESG Equities A USD Capitalisation header image

ABN AMRO Funds - Walden US ESG Equities A USD Capitalisation

Fund

ISIN LU2281294616 / Valor 11222386

NAV (2025-02-13)
USD 117.93+1.18%

ABN AMRO Funds - Walden US ESG Equities A USD Capitalisation
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General Objective

Walden US Sustainable Equities aims to increase the value of its assets over the long term by investing predominantly in transferable equity securities of companies domiciled in or primarily operating in North America. The fund utilizes a combination of financial criteria and Environmental, Social & Governance (ESG) criteria in its investment selection process.

Fund Exposure

The fund is primarily exposed to equity securities, with a focus on companies in North America. Investments are selected based on ESG factors, with a proprietary ESG fundamental research-driven approach. The fund excludes companies involved in alcohol production and nuclear power fuel cycle, with a minimum asset allocation of 60% in such securities.

Risks

Risks associated with the fund include methodological limitations in ESG data, potential exclusions based on the Sustainable Investment Policy, and the active management approach compared to the MSCI USA TR Net index. Additionally, there may be risks related to the minimum ownership requirement in equity securities and the potential investment in ADR/GDR up to 10%.

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Source

https://www.abnamro.com/

Tags:
sustainable investing s&p 500 north america

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OTHER SHARE CLASSES OF THIS FUND

ABN AMRO Funds - Walden US ESG Equities R EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities R EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities R EUR Capitalisation Valor: 11222630
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 137.12
ABN AMRO Funds - Walden US ESG Equities I USD Capitalisation
ABN AMRO Funds - Walden US ESG Equities I USD Capitalisation ABN AMRO Funds - Walden US ESG Equities I USD Capitalisation Valor: 11222386
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%USD 121.56
ABN AMRO Funds - Walden US ESG Equities D EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities D EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities D EUR Capitalisation Valor: 11222630
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 137.22
ABN AMRO Funds - Walden US ESG Equities R USD Capitalisation
ABN AMRO Funds - Walden US ESG Equities R USD Capitalisation ABN AMRO Funds - Walden US ESG Equities R USD Capitalisation Valor: 11222386
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.18%USD 120.75
ABN AMRO Funds - Walden US ESG Equities I EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities I EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities I EUR Capitalisation Valor: 11222630
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 138.34
ABN AMRO Funds - Walden US ESG Equities C EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities C EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities C EUR Capitalisation Valor: 11013374
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 138.28
ABN AMRO Funds - Walden US ESG Equities A EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities A EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities A EUR Capitalisation Valor: 11222630
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%EUR 134.33
ABN AMRO Funds - Walden US ESG Equities F EUR Capitalisation
ABN AMRO Funds - Walden US ESG Equities F EUR Capitalisation ABN AMRO Funds - Walden US ESG Equities F EUR Capitalisation Valor: 11222386
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.63%EUR 140.01