JSS Sustainable Equity - Global P EUR dist

Ranked 283 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Florian Esterer

Florian Esterer was born in 1971 and graduated from the Université de Fribourg, Switzerland with a degree in economics from American University, USA with a MBA. He started his career in 1994 as a financial analyst at Taylor-DeJongh and in 1996 he joined The Boston Consulting Group where he was a consultant. Florian joined Artificail Life AG in Zurich in 2000 where he was head of European sales and in 2001 he was an investment manager at Invision AG. He joined Swisscanto Asset Management in 2003 where he was head of global equities, and then moved to MainFirst in 2011 where he runs the MainFirst North American Fund. Florian has been managing funds for over ten years and is a Chartered Financial Analyst (CFA) and is a director at the Swiss CFA Society. Outside of fund management he enjoys chess and swimming.

Objective

The fund invests in equities of companies that make a positive contribution to environmentally and socially responsible business practices. Companies may be excluded on the basis of critical activities from a sustainability perspective (e.g. production of nuclear energy or weapons).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.3%
2018 -5.6% -3.2% 6.6% 7.9% -15.2%
2017 7.2% 4.2% -2.4% 2.7% 2.5%
2016 25.1% 2.4% 6.4% 6.1% 8.3%
2015 -0.9% 5.5% -5.2% -6.3% 5.9%
2014 4.7% -0.8% 0.5% 1.3% 3.6%
2013 21.0% 13.6% -1.8% 3.1% 5.3%
2012 11.0% 12.1% -3.7% 0.7% 2.2%
2011 -5.6% 4.8% 1.0% -15.4% 5.4%
2010 9.8% 7.7% -12.6% 7.3% 8.8%
2009 10.4% -11.9% 4.8% 18.9% 0.6%
2008 -24.0% -7.9% -3.0% -7.8% -7.7%
2007 8.9% 1.8% 4.4% 3.0% -0.4%
2006 5.7% 7.9% -6.9% 2.3% 2.9%
2005 20.7% 0.3% 4.1% 8.8% 6.3%
2004 7.6% 0.3% 3.0% -2.1% 6.4%
2003 11.8% -5.5% 8.2% 4.0% 5.2%
2002 -28.5% 3.8% -13.9% -24.1% 5.4%
2001 -19.7% -11.1% 3.3% -18.7% 7.5%
2000 16.7% 11.4% 2.6% 5.3% -3.0%
1999 -4.9% 14.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Microsoft Corp ORD 4.84%
Amazon.com Inc ORD 3.71%
Mastercard Inc ORD 3.35%
Alphabet Inc ORD 3.33%
ConocoPhillips ORD 2.96%
MSCI Inc ORD 2.89%
Zoetis Inc ORD 2.72%
Lowe's Companies Inc ORD 2.69%
PNC Financial Services Group Inc ORD 2.52%
T-Mobile US Inc ORD 2.38%
31/03/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Gibraltar
  7. Ireland
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date01/06/1999
  • Share Class size56Mn
  • Base currencyUnits
  • ISIN LU0097427784

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).