VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM header image

VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM

Fund

ISIN LI1162781341 / Valor 11627813

NAV (2024-12-19)
CHF 126.17-1.12%

VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM
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General Objective

The fund aims to achieve long-term asset growth through an actively managed approach, focusing on future developments in the fields of production, services, and technological change while taking sustainability criteria into account.

Fund Exposure

The fund predominantly invests in equities and similar securities issued by companies that recognize the economic relevance of the thematic area and meet stringent sustainability criteria. It follows a global investment universe and adheres to strict liquidity criteria, with a focus on quality and sustainability to generate added value.

Risks

Risks associated with this fund include market fluctuations, potential losses from derivative usage, and the exclusion of companies with low ESG ratings or certain business activities/practices that do not meet internationally recognized standards.

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Source

https://www.vpbank.com/en/vp-bank-thematic-funds

Tags:
sustainability msci world technological change

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OTHER SHARE CLASSES OF THIS FUND

VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR IM
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR IM VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR IM Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.79%EUR 137.64
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR BI
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR BI VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund EUR BI Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.78%EUR 131.64
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF BI
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF BI VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF BI Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%CHF 122.57
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD IM
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD IM VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD IM Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.66%USD 136.62
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD BI
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD BI VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD BI Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.66%USD 130.69