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:
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.
VL : 172.37 EUR at 16/04/2021
* Origin : 26/06/2017 | Past performance is not a reliable indicator of future performance.
* Origin : 26/06/2017
Past performance is not a reliable indicator of future performance.
+33 1 84 16 64 36
69, Boulevard Malesherbes
75 008 - Paris