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.
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
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
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
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
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
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
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