East Capital Global Emerging Markets Sustainable A SEK
Equity fund
1 year
Asia
Largest region
Medium
Risk
Annual costs
Morningstar
Yes
Sustainability
Development
Last 5 years
( ann.)
Details
- East Capital Global Emerging Markets Sustainable Fond har som mål å levere overlegen avkastning ved å investere i selskaper i fremvoksende økonomier. Fondet søker lav turnover og er konstruert rundt selskaper av høy kvalitet med langsiktige grunnleggende vekstutsikter. Vår investeringsstil er basert på et langsiktig perspektiv, grunnleggende analyse og aktiv aksjeplukking for å kombinere vekst med verdi.
Investment horizon
- East Capital Global Emerging Markets Sustainable A SEK is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
12 Jul 2026
- Margin rate
- Start date30 Nov 2010
- ISINLU0562934264
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityYes
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Taiwan Semiconductor Manufacturing Co Ltd9.5%
- Samsung Electronics Co Ltd Participating Preferred6.1%
- SK Hynix Inc5.8%
- SK Square5.6%
- ASE Technology Holding Co Ltd4.1%
- Prosus NV Ordinary Shares - Class N3.2%
- CTBC Financial Holding Co Ltd2.6%
- Elite Material Co Ltd2.6%
- Yageo Corp2.5%
- Capitec Bank Holdings Ltd2.4%