Koelner Nachhaltigkeitsfonds A EUR
- ISIN
- DE000A2PEMJ0
- Provider
- Monega Kapitalanlagegesellschaft mbH
- Close Price
- €86.33 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 29 July 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +7.91% | — |
| 1 Year | +14.15% | +14.15% |
| 3 Years | +39.67% | +11.76% |
| 5 Years | +33.19% | +5.90% |
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 | €17,464,900 |
| Total Expense Ratio | 1.58% |
| Currency | EUR |
| Domicile | DE |
| Managementstyle | Active |
| SFDR Article | Article 8 |
Country Exposure
United States
59.4%
Netherlands
8.3%
Spain
7.9%
United Kingdom
7.1%
Japan
6.2%
Other
11.1%
Description
The fund aims to generate equity-like returns with the lowest possible risk (equal to or lower than equities), while integrating sustainability criteria and maintaining a balanced portfolio allocation. The fund invests at least 51% in equities, taking sustainability criteria into account, and adhere...