ICBC Turkey Asset Management Sustainability Equity Fund
SUGGESTED INVESTOR PROFILE:
It is recommended for investors who would like to have an increased benefit from BIST Sustainability Index returns.
ESTABLISHMENT DATE : 23.03.2022
FUND MANAGEMENT FEE : %2,00
RISK LEVEL : High
The fund mainly focuses on partnership shares, money and capital market instruments, domestic and/or international Sustainability / ESG themed indices issued by companies included in the BIST Sustainability Index, which have integrated environmental, social and/or corporate governance criteria into their investment decisions, invests in exchange-traded funds with a sustainability-based investment approach. The fund invests at least 80% of portfolio in stocks in the BIST Sustainability Index and in the exchange-traded mutual fund participation shares established to follow the BIST Sustainability Index. It can actively use derivative instruments for hedging and/or investment purposes.
Advantages
- Opportunity to invest in equity shares that can show better operational performance thanks to compliance with sustainability / ESG criteria
- Potential to highly reflect the performance of the BIST Sustainability Index with a portfolio of selected stocks
BENCHMARK: 95% BIST Sustainability Index + 5% BIST-KYD Repo (Gross) Index