Ethos - Equities Sustainable World ex CH Z

The Ethos Equities Sustainable World ex CH fund aims to invest in companies included in the MSCI World ex Switzerland index that best integrate environmental, social, and governance (ESG) criteria in the management of their activities. The fund also considers the carbon footprint of each stock in the portfolio to optimize the risk/return ratio.

This actively managed sub-fund is invested in international equities outside Switzerland, with extra-financial assessments conducted by Ethos using a best-in-class methodology. The portfolio is managed quantitatively by BCV Asset Management, and there is a systematic exercise of voting rights in accordance with Ethos' guidelines.

The fund's risk and return profile ranges from low to high risk, with a potential for high yield. Historical data used to calculate the risk profile may not be reliable indicators for the future. There is no capital guarantee or protection, and additional information about risks is available in the fund contract.

https://www.ethosfund.ch/themes/custom/ethos/funds/2016/08/20160731_EQ_SustWldxCH_DE.pdf