Ethos - Equities Sustainable World ex CH B
- ISIN
- CH0296842419
- Provider
- Gerifonds SA
- Close Price
- CHF 239.87 *
- Lipper Rating
- ESG Score
* Data as of 27 October 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +22.91% | — |
| 1 Year | +24.61% | +24.61% |
| 3 Years | +76.08% | +20.73% |
| 5 Years | +43.95% | +7.55% |
Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.
Key Facts
| Asset Class | Equity |
| Holdings Classification | Equity Global Large-Cap Core |
| Geographical Focus | Global |
| Fund Size | CHF 145,508,151 |
| Total Expense Ratio | 0.71% |
| Currency | CHF |
| Domicile | CH |
| Managementstyle | Active |
Available in
Liechtenstein Life Wealth
Country Exposure
United States
64.0%
France
6.8%
Japan
6.7%
United Kingdom
4.3%
Canada
4.2%
Other
14.2%
Description
The investment objective is to increase the value of your investment by outperforming the refer-ence index over a horizon equivalent to an economic cycle, while remaining active in the govern-ance and environmental policies of companies. The reference index is the MSCI World Index ex Switzerland in ...