The fund invests in global equities with a focus on sustainable investments, in an effort to secure long-term capital gains. It invests in quality companies based on strict analysis of their fundamentals. Its positions are actively managed and it complies with the United Nations Sustainable Development Goals (SDGs). The fund promotes environmental and social characteristics and maintains a minimum percentage of sustainable investments. It is classified under Article 8 of the SFDR.
Funds
Equity
EDM Global Equity Impact Fund
- Category Global Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
26.565.518,64€
YTD Return
12,05%
Net asset value
85,830000€
Year
2023
21,24%
2022
-7,86%
2021
0,00%
2020
0,00%
2019
0,00%
1 month
-3,36%
3 months
0,14%
1 year
15,83%
Product Sheet
- ISINLU2257846803
- DepositoryCaceis Investor Services Bank S.A.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Auditores SL.
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.
The date of inclusion of this Luxembourg fund is the following: EDM Emerging Markets Class L: 18-01-2021
Managers
Mariona Selva
Reports and documents
Fund datasheet € Class R
Fund datasheet € Class L
DFI € Class R
DFI $ Class R
DFI € Class L
DFI $ Class L
DFI € Class I
DFI $ Class I
Full prospectus
Pre-contractual information related to sustainability
Sustainability annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
EDM Global Equity Impact Fund 2024
EDM Global Equity Impact Fund 2019-2024