JSS Sustainable Equity - SaraSelect C CHF dist header image

JSS Sustainable Equity - SaraSelect C CHF dist

Fund

ISIN CH0232295607 / Valor 23229560

NAV (2025-03-11)
CHF 1,654.32-2.09%

JSS Sustainable Equity - SaraSelect C CHF dist
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General Objective

The JSS Sustainable Equity - SaraSelect fund aims to deliver long-term capital growth by primarily investing in equities of small and mid-cap companies connected to Switzerland or Liechtenstein. The fund adopts a long-term and anti-cyclical perspective and focuses on sustainability characteristics through an engagement approach targeting companies to adopt responsible environmental, social, and governance (ESG) practices.

Fund Exposure

The fund is characterized by its exposure to small and mid-cap companies in Switzerland or Liechtenstein, with a sector breakdown that includes industrials, healthcare, information technology, and consumer staples. The fund follows a sustainability-focused investment style and avoids investments in the JSS Exclusion list as well as laggards in their respective industry.

Risks

The JSS Sustainable Equity - SaraSelect fund is subject to market risks, including volatility and potential underperformance compared to its benchmark index. Nervousness and increased market volatility, particularly around events such as the US elections, can impact the fund's performance. Additionally, economic uncertainties and political factors may pose risks to the fund's returns.

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Source

https://jsafrasarasin.com/de/products/funds-list/CH0185829030.html

Tags:
equities swiss smes spi mid and small cap index

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OTHER SHARE CLASSES OF THIS FUND

JSS Sustainable Equity - SaraSelect M CHF acc
JSS Sustainable Equity - SaraSelect M CHF acc JSS Sustainable Equity - SaraSelect M CHF acc Valor: 11977783
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Annual Return

-50%0%+50%

Risk level

110
-2.08%CHF 1,071.94
JSS Sustainable Equity - SaraSelect I CHF dist
JSS Sustainable Equity - SaraSelect I CHF dist JSS Sustainable Equity - SaraSelect I CHF dist Valor: 27229341
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.09%CHF 1,677.80
JSS Sustainable Equity - SaraSelect P CHF dist
JSS Sustainable Equity - SaraSelect P CHF dist JSS Sustainable Equity - SaraSelect P CHF dist Valor: 123406
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Annual Return

-50%0%+50%

Risk level

110
-2.09%CHF 1,563.88
JSS Sustainable Equity - SaraSelect M CHF dist
JSS Sustainable Equity - SaraSelect M CHF dist JSS Sustainable Equity - SaraSelect M CHF dist Valor: 18582903
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.08%CHF 1,814.46