New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Hedged Inc header image

New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Hedged Inc

Fund

ISIN IE000Y4ULQJ3 / Valor null

NAV (2025-04-17)
CHF 86.01+0.41%

New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Hedged Inc
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General Objective

The general objective of this fund is to achieve capital appreciation through investment in a portfolio of equity securities. Additionally, the fund aims to focus on sustainable investments by capturing opportunities from the transition to a regenerative economy.

Fund Exposure

The fund is exposed to equity securities of companies that are aligned or in the process of aligning with climate transition goals, or those that provide solutions for the transition to a regenerative economy. The fund's sector breakdown includes a significant allocation to Industrials, Information Technology, Utilities, Consumer Discretionary, and Consumer Staples. Geographically, the fund has exposure to North America, Western Europe, and Asia.

Risks

Investors should be aware that the value of their investments in this fund may fluctuate due to market and currency fluctuations. There is a possibility that investors may not get back the full amount invested as the fund's performance is subject to risks associated with equity investments and sustainable investment strategies.

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Source

https://www.newcapital.com/products/funds-and-performance/New-Capital-Climate-Transition-Equity-Fund.html

Tags:
Sustainable global equities msci acwi

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OTHER SHARE CLASSES OF THIS FUND

New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Acc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Acc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O CHF Acc Valor: 12779669
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Annual Return

-50%0%+50%

Risk level

110
0.41%CHF 97.71
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I EUR Inc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I EUR Inc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I EUR Inc Valor: 12779663
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%EUR 102.06
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Acc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Acc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Acc Valor: 12779473
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%USD 98.04
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund X USD Acc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund X USD Acc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund X USD Acc Valor: 12779519
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.41%USD 100.12
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Inc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Inc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O USD Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.40%USD 95.54
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I USD Acc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I USD Acc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund I USD Acc Valor: 12779457
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.41%USD 98.92
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O EUR Acc
New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O EUR Acc New Capital UCITS Fund Plc - New Capital Climate Transition Equity Fund O EUR Acc Valor: 12779663
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%EUR 94.78