Osmosis MoRE World Resource Efficiency A USD

Ranked 403 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Saad Rashid

Objective

The fund will invest in shares of large companies, which may be located in developed countries worldwide. The investment manager selects stocks of companies which are resource efficient using the Osmosis Model of Resource Efficiency (the 'MoRE Model'). The MoRE Model has been developed by the Investment Manager to rate companies on resource efficiency by compiling information on how companies use resources such as energy, waste and water. The fund has a global investment strategy, with no particular target in relation to any industrial, geographic or other market sectors. The fund will not invest in shares that fall within the Financials sector.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -6.3% -5.3% 6.6% 6.0% -12.4%
2017 15.7% 6.1% 1.5% 3.1% 4.2%
2016 30.0% 4.8% 7.4% 9.6% 5.4%
2015 0.8% 7.4% -7.0% -6.6% 8.1%
2014 9.2% 2.3% 3.0% -0.4% 4.2%
2013 17.7% 11.5% -1.4% 3.0% 3.9%
2012 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. Germany
  4. South Africa
  5. United Kingdom

Fund Info

  • Launch date04/09/2012
  • Share Class size78Mn
  • Base currencyUSD
  • ISIN IE00B75KPV92

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.50%

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