Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A19 0.7000 GBP GB 3 header image

Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A19 0.7000 GBP GB 3

Fund

ISIN IE00BJV8HL52 / Valor null

NAV (2024-09-20)
GBP 95.98+0.03%

Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A19 0.7000 GBP GB 3
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General Objective

The fund aims to seek income and long-term growth of capital through passive management and investing predominantly in infrastructure and infrastructure equity related securities that reflect the constituents of the FTSE Global Core Infrastructure TPI Climate Index unhedged in USD. The Index tracks infrastructure sector companies globally with a focus on those better prepared for the transition to a low carbon economy and excludes companies violating UN Global Compact Principles.

Fund Exposure

The fund is exposed to infrastructure and infrastructure equity related securities, with a higher weighting towards companies prepared for the transition to a low carbon economy. It avoids companies involved in arctic drilling, oil tar sand mining, controversial weapons, and tobacco products. The fund follows good governance standards and may use optimisation techniques to achieve a similar return to the Index.

Risks

Risks associated with the fund include tracking error due to exclusions based on environmental and social characteristics, as well as the use of optimisation techniques. Additionally, there may be risks associated with investing in debt securities, money market instruments, and financial derivative instruments for hedging and efficient portfolio management purposes.

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Source

https://investment-solutions.mercer.com/content/dam/mercer/investment-solutions/priips/PASTPERF_PRIIP_Mercer-Passive-Sustainable-Global-Equity-UCITS-CCF_A17-0.5000-EUR-IE-3-EUR_IE00BKF2DY58_EN_20240513.pdf

Tags:
renewable energy infrastructure ftse global core infrastructure tpi climate index

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Annual Return

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Risk level

110
1.18%EUR 110.48
Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A17 0.5000 EUR IE 3
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Mercer Passive Climate Transition Listed Infrastructure UCITS CCF Z1 0.0000 GBP
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Annual Return

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Risk level

110
-0.56%GBP 107.46
Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A17 H 0.5200 EUR IE 3
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Risk level

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Mercer Passive Climate Transition Listed Infrastructure UCITS CCF A14 0.3500 GBP
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Risk level

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Annual Return

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Risk level

110
0.03%GBP 103.51
Mercer Passive Climate Transition Listed Infrastructure UCITS CCF B2 H 0.0675 EUR IE 6
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Annual Return

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Risk level

110
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Annual Return

-50%0%+50%

Risk level

110
-0.74%USD 118,000.99
Mercer Passive Climate Transition Listed Infrastructure UCITS CCF B2 0.0475 EUR IE 6
Mercer Passive Climate Transition Listed Infrastructure UCITS CCF B2 0.0475 EUR IE 6 Mercer Passive Climate Transition Listed Infrastructure UCITS CCF B2 0.0475 EUR IE 6
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Annual Return

-50%0%+50%

Risk level

110
0.15%EUR 109.95