Living Planet fund - A

 

The fund strives to achieve a share performance equal to that of the most representative stock market indexes, taking into consideration the preservation of capital, environmental and social issues, and liquidity of assets.

The umbrella fund invests in companies that have adopted a proactive approach to environmental and social issues and which are leaders in their industry sector. The companies that are pre-selected for the fund are evaluated against four sets of indicators related to environmental policy, production processes, social behavior and adherence to externally certified standards.

The umbrella fund shares do not allow for the distribution of dividends and the market revenues and capital earnings they produce are automatically reinvested. For this reason, the fund is geared towards investors who can immobilize capital for a minimum of 4 years.
 

The fund is managed by the UBS Asset Management Bank in Geneva and by the Sarasin Bank in Basel, Switzerland.  PhiTrust Active Investors maintains the exclusive rights for the distribution and sale of the Living Planet Fund in France.
 

 



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