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Sanso Megatrends Sanso Megatrends

Investment in major themes related to sustainable development
ISIN : FR0011759364

Sanso Megatrends is an eligible mutual fund whose objective is to obtain a return above that of the MSCI World index over a minimum investment period of five years through exposure to international equity markets.

The fund’s investment policy calls on active and discretionary management techniques to offer exposure to long-term trends linked to sustainable development, such as the energy transition, natural resource management and human development. These trends are broken down into 12 investable themes, including energy efficiency, water and health.

The fund consists of:

  • At least 60% of funds, selected on the basis of a discretionary process combining quantitative and qualitative factors.
  • A maximum of 20% of equities selected on the basis of a quantitative approach without style bias.
  • A maximum of 20% in bonds and other investment grade debt securities

The allocation between themes is discretionary and may vary over time depending notably on the macroeconomic environment, the fundamentals of the theme and valuations.

The overall exposure to investment themes may vary between 60% and 100% for the same reasons.

The composite index 33% S&P Global Clean Energy, 33% S&P Global Natural Resources, 33% S&P Global Health Care and the MSCI ACWI Sustainable Impact index can be used as ex-post benchmarks, as they are closer to the fund’s investment universe than the MSCI World. The fund may nevertheless deviate from these indices significantly.

Files

Monthly factsheet

DICI - Prospectus

Summary

VL : 172.37 EUR at 16/04/2021

* Origin : 26/06/2017 | Past performance is not a reliable indicator of future performance.

performances Back to top ↑

View les performances from
26 june 2017

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16 april 2021

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  • au
or Interval selection :
1M 3M YTD 1Y 2Y Origin *

* Origin : 26/06/2017

Performance table Back to top ↑

Past performance is not a reliable indicator of future performance.

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+33 1 84 16 64 36
69, Boulevard Malesherbes
75 008 - Paris