VP Bank Thematic Umbrella Fund - VP Bank Future Industry Fund USD IM
Fund
ISIN LI1162781374 / Valor 11627813
NAV (2024-12-20)
USD 136.65+0.02%
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.
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Source
https://www.vpbank.com/en/vp-bank-thematic-funds
Tags:
sustainabilitymsci worldtechnological 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
Annual Return
-50%0%+50%
Risk level
110
-0.17%EUR 137.41
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
Annual Return
-50%0%+50%
Risk level
110
0.02%USD 130.71
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
Annual Return
-50%0%+50%
Risk level
110
-0.17%EUR 131.42
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
Annual Return
-50%0%+50%
Risk level
110
-0.35%CHF 122.14
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