JSS Sustainable Equity - Global Dividend E USD acc
Fund
ISIN LU2076227615 / Valor 50891931
NAV (2024-12-23)
USD 148.81+0.24%
JSS Sustainable Equity - Global Dividend E USD acc
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General Objective
The fund aims to deliver long-term capital growth and attractive capital gains by investing globally in equities of quality companies with strong balance sheets that pay attractive dividends, focusing on expected dividend growth and visibility while integrating financially-material ESG aspects throughout the investment process.
Fund Exposure
The fund is exposed to a diverse range of asset classes, sectors, and geographies. The top three country allocations are the USA, France, and Switzerland, with a sector breakdown including Industrials, Health Care, Consumer Discretionary, Information Technology, and Financials. The fund's investment style is actively managed without replicating any benchmark, although it is managed with reference to the MSCI World NR Index.
Risks
The fund's risk and reward profile may vary, with the potential for both lower and higher risks and rewards. The classification of the fund based on historical data is not a reliable indicator of future risk profiles, and the fund's risk and reward category may change over time.