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Fund Details

Ethos - Equities Sustainable World ex CH B

ISIN
CH0296842419
Provider
Gerifonds SA
Close Price
CHF 236.04 *
Lipper Rating
54321
ESG Score

* Data as of 11 September 2026

Performance

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Totalp.a.
YTD+20.95%
1 Year+25.90%+25.90%
3 Years+62.00%+17.43%
5 Years+42.28%+7.30%
10 Years+135.97%+8.95%

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 ClassEquity
Holdings ClassificationEquity Global Large-Cap Core
Geographical FocusGlobal
Fund SizeCHF 144,277,818
Total Expense Ratio0.71%
CurrencyCHF
DomicileCH
ManagementstyleActive

Country Exposure

United States
63.0%
Japan
8.8%
France
5.7%
Germany
4.3%
United Kingdom
2.9%
Other
15.3%

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 ...

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