MWM SICAV Global Equities SRI
A conviction management on international actions
STOXX 50 | 3 745,15 |
-0,98 % |
FTSE 100 | 7 597,74 |
0,73 % |
CAC 40 | 6 032,87 |
0,92 % |
EUR-USD | 1,12 |
-0,08 % |
GBP-USD | 1,32 |
-0,24 % |
Dow Jones | 28 538,44 |
0,27 % |
S&P500 | 3 230,78 |
0,29 % |
NASDAQ | 8 972,60 |
0,30 % |
Bovespa | 116 090,00 |
0,12 % |
EUR-USD | 1,12 |
-0,08 % |
USD-JPY | 108,79 |
0,12 % |
US 10-year | 1,92 |
0,00 % |
Gold | 1 522,10 |
-0,07 % |
NIKKEI | 23 670,00 |
1,05 % |
HANG SENG | 28 543,52 |
1,25 % |
S&P/ASX 200 | 6 690,60 |
0,10 % |
CSI 300 | 4 152,24 |
1,36 % |
AUD-USD | 0,70 |
-0,13 % |
USD-JPY | 108,79 |
0,12 % |
A conviction management on international actions
Legal form: Fund UCITS V
A minimum gross exposure of 75% to Eurozone equities, which gives the fund an eligibility for PEAs in France.
A rigorous management process, based on a proprietary quantitative model combined with a qualitative analysis of the values of the universe.
The fund’s investment process requires companies and securities to be selected also on environmental, social and governance (ESG) criteria which are compliant to our active mixed approach (negative screening, best in class, ESG integration and engagement) as defined in our responsible investment policy.
An opportunistic approach to select companies of all sizes (small, medium and large caps).
Appetite for family-owned businesses.
A concentrated portfolio of 30 to 40 stocks.