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Mirova Euro Sustainable Equity R/A (EUR)

Ranked 14 out of 55 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Soliane Varlet

Objective

The investment objective of Mirova Euro Sustainable Equity is to outperform the MSCI EMU DNR in euro Index, over the recommended minimum investment period of 5 years, though investments in equities whose businesses include activities related to sustainable investment themes. The portfolio of the Sub-Fund invests at least 80% in equity securities from the Euro zone of companies who are developing products or services to respond to key sustainable issues on 8 sustainable themes: energy, mobility, building and cities, management of natural resources, consumption, healthcare, IT and finance.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5% 4.9% 0.6%
2017 14.5% 7.3% 4.5% 2.1% 0.1%
2016 17.3% 1.3% 1.4% 10.2% 3.7%
2015 7.0% 10.7% -4.5% -3.9% 5.4%
2014 -2.5% 1.0% -2.5% -3.5% 2.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Ostrum Sustainable Tresorerie Euro I 3.82%
LVMH Moet Hennessy Louis Vuitton SE ORD 3.42%
Sanofi SA ORD 3.40%
L'Oreal SA ORD 3.21%
Essilor International Compagnie Generale D Optique SA ORD 3.19%
Unilever NV DR 3.18%
Relx NV ORD 3.18%
Allianz SE ORD 3.08%
Smurfit Kappa Group PLC ORD 3.03%
Orpea SA ORD 2.95%
30/06/2018

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date06/11/2013
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0914731947

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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