Morningstar

Bæredygtige investeringsfonde

Morningstar definerer en strategi som værende en ”bæredygtig investering”, hvis dens fokus i prospektet eller andre lovgivningsmæssige arkiver beskrives som bæredygtighed, påvirkning eller miljømæssige, sociale og regeringsfaktorer (ESG). Denne klassificering måler ikke hvordan Morningstar vurderer effektiviteten af fondens bæredygtige strategi. Det afspejler i stedet fondens erklærede mål.

Fondsnavn
Morningstar Kategori
Sustainability Rating
Lav kulstofbetegnelse
Løbende omkostninger
Morningstar Rating for fonde
BGF Euro-Markets Fund Aktier - Euroland Large Cap Yes 1.07
HSBC GIF Global Equity Climate Change Aktier - Globale Large Cap Blend No 1.85
Schroder ISF Asian Total Return Aktier - Asien-Pacific ex. Japan No 1.85
Schroder ISF Asian Total Return Aktier - Asien-Pacific ex. Japan No 1.3
Schroder ISF Asian Total Return Aktier - Asien-Pacific ex. Japan No 1.85
SKAGEN Global Aktier - Globale Large Cap Blend Yes 1
Allianz Europe Equity Growth Aktier - Europa Large Cap Growth Yes 1.86
Allianz Europe Equity Growth Aktier - Europa Large Cap Growth Yes 1.86
Jupiter European Growth Aktier - Europa Large Cap Growth Yes 1.72
Schroder ISF Taiwanese Equity Aktier - Taiwan Large Cap — 1.88
Schroder ISF Taiwanese Equity Aktier - Taiwan Large Cap — 1.88
Fidelity FAST Europe Fund Aktier - Europa Large Cap Growth Yes 1.93
Janus Henderson Global Equity Fund Aktier - Globale Large Cap Growth Yes 1.09
JOHCM Global Select Aktier - Globale Large Cap Growth Yes 0.77
JOHCM Global Select Aktier - Globale Large Cap Growth Yes 0.77
Invesco India Equity Fund Aktier - Indien Yes 2.06
BGF European Fund Aktier - Europa Large Cap Growth Yes 1.07
GAM Multistock Luxury Brands Equity Sektor - Privatforbrug, Aktier Yes 2.05
JOHCM Global Select Aktier - Globale Large Cap Growth Yes 1.52
JOHCM Global Select Aktier - Globale Large Cap Growth Yes 1.53
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The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here