Sparinvest SICAV Ethical Global Value GBP HM2 ID X
ISIN LU2414809090 / Valor null
Sparinvest SICAV Ethical Global Value GBP HM2 ID X
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Sparinvest SICAV Ethical Global Value aims for long-term positive returns by focusing on value-based stock selection. The fund's portfolio is primarily composed of over two-thirds invested in equity and equity-equivalent securities from developed markets, including ADRs and GDRs. Up to one-third of the assets are allocated to convertible securities and warrants within developed markets. Additionally, the fund may hold other transferable securities, liquid assets, fixed income instruments, and up to 15% in cash. Investment choices are guided by environmental, social, and governance criteria, ensuring that only companies meeting high ethical standards and avoiding industries like alcohol, gambling, and tobacco are included.
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