OekoWorld Smart Portfolio 70 C
- ISIN
- LU0380798750
- Provider
- OekoWorld Lux SA
- Close Price
- €161.51 *
- Lipper Rating
- ESG Score
- Characteristics
- Sustainable
* Data as of 30 July 2026
Performance
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| Total | p.a. | |
|---|---|---|
| YTD | +2.59% | — |
| 1 Year | +5.51% | +5.51% |
| 3 Years | +15.52% | +4.92% |
| 5 Years | -15.87% | -3.39% |
| 10 Years | +38.47% | +3.31% |
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 | Mixed Assets |
| Holdings Classification | Mixed Assets Global Multi-Cap Growth |
| Geographical Focus | Global |
| Fund Size | €163,393,688 |
| Total Expense Ratio | 2.23% |
| Currency | EUR |
| Domicile | LU |
| Managementstyle | Active |
| SFDR Article | Article 9 |
Available in
Liechtenstein Life WealthVWL-Förderkonzept für Bundeswehrangehörigebest value rentvalue invest VWLvalue rent business UK
Country Exposure
United States
22.1%
United Kingdom
11.5%
Denmark
8.1%
Germany
7.6%
Japan
6.4%
Other
44.4%
Description
The objective of the investment policy is to generate an appropriate return in euros in compliance with the following strict ethical-ecological criteria. The ÖkoWorld Rock 'n' Roll Fund invests mainly in securities/capital investments that pursue sustainable, ecological, social or ethical objectives...