Nordlux ESG Aktien Global A
TRADING FUND - REINVESTMENT
Sustainability - Good conscience does not exclude good returns
Nordlux ESG Aktien Global invests consistently and 100 % in shares of listed companies that follow an ESG-compliant approach defined by the fund management in cooperation with imug rating GmbH, Hannover.
In the context of a change of ownership, our sustainability researcher “imug rating GmbH” has become part of the EthiFinance Group (see press release of March 20, 2023).
Furthermore, only companies with the best sustainability performance in their sector (best in class) are included in the investment universe. A further analysis follows – based on fundamental data, which provides information on the profitability of the companies. Only companies that pass the rigorous selection process are considered by the fund management in the allocation process. The cash portion may not exceed 10 % of the fund volume. Please find further information on sustainability here.
The fund is licensed for sale in Luxembourg and Germany.
- Nordlux ESG Aktien Global offers investors an actively managed equity strategy on a single stock basis.
- The coverage of shares is based on a strictly international approach. This ensures a broad spread of risk in different countries, regions, sectors and currencies.
- Although the fund pursues a long-term value approach, the investment strategy and the timing of entry and exit are constantly reviewed and adjusted to market conditions.
- The fact that the fund always aims for an investment ratio of approximately – and at most – 100 % ensures good participation in the long-term performance of the equity markets.
- We only invest in companies that meet the strict ESG criteria of our renowned partner, so investors are guaranteed to be invested sustainable.
- The professional fund management guarantees a disciplined implementation of the investment strategy.
- General risk note: The price of the assets in the fund determines the fund price. These are subject to daily fluctuations and may also fall.
- Market risk: Performance of financial products depends on the development of the capital markets. Capital markets react to both real conditions and irrational factors (moods, opinions and rumours).
- Counterparty default risk: If counterparties do not or only partially meet contractual payment obligations, the Fund may incur losses. Even with careful selection of securities, it cannot be ruled out that losses may be incurred due to deterioration in the assets of issuers.
- Since this is a pure equity portfolio, significant losses can be expected in bad stock market phases.
- As the fund invests strictly in accordance with ESG criteria, it is conceivable that the fund could underperform these non-ESG equities in phases in which the majority of investors could deliberately turn away from ESG criteria.
Important notice
The unit value may at any time fall below the purchase price at which the customer acquired the unit. Past performance is not an indicator of future returns. A profitable resale is only possible after an increase in the value of the share exceeds the initial sales charge paid as well as other commissions and costs during the investment period. When investing in investment funds, as with any investment in securities and similar assets, there is a risk of price and currency losses. As a result, the prices of fund units and the amount of income fluctuate and cannot be guaranteed. The costs of the fund investment affect the actual investment result. There can be no assurance that the objectives of the investment policy will be achieved. The sole binding basis for the purchase of units is the legal sales documents (Key Investor Information, Sales Prospectuses and Reports), from which you can obtain detailed information on the potential risks. These are in German language next to the management company LRI Invest S.A. and the custodian bank is also available free of charge from the respective national paying or information agents. The sales documents can be found at www.nordlux-vm.lu. The key investor information will be made available there in the official language of the country of distribution. This fund portrait is advertising material and not an investment law obligatory document. It is for information purposes only. All information published here is for product description purposes only, does not constitute investment advice and does not contain any offer of a consulting agreement or information contract and no solicitation of an offer to buy / sell securities. The content has been carefully researched, compiled and checked. A guarantee for the correctness, completeness or accuracy cannot be accepted. The management and custodian fee and all other costs charged to the Fund under the terms of the agreement are included in the gross performance calculations. Distributions will be reinvested. The performance calculation is based on the BVI method, i.e. a sales charge, transaction costs (such as order fees and brokerage commissions) as well as custody and other management fees are not included in the calculation. The investment result would be lower, taking into account the initial charge, as shown in the net amount of the first year of the rolling performance. If you have any questions about the function and risks of this investment, please contact your financial advisor. In different countries, funds may only be offered if approved by the local regulatory authority. Unless such permission is given, this information document may not be made available to other persons. In particular, this information document is addressed neither to US citizens nor to persons with permanent residence in the USA. If necessary, contact a local sales office. Persons in possession of this information should inform themselves about and comply with the legislation in force in each country. It is recommended to read the sales prospectus before each drawing.