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

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

Fund

ISIN LI1162781374 / Valor 11627813

NAV (2024-12-05)
USD 146.13-0.65%

VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD 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. Investors should carefully consider these risks before investing.

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Source

https://li.vpbank.com/de-li/privatkunden/anlegen/anlageprodukte

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 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
-1.09%CHF 128.49
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
-1.07%EUR 144.52
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM
VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund CHF IM Valor: 11627813
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.08%CHF 132.25
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
-0.65%USD 139.81
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
-1.07%EUR 138.24