SA国际传谋

The fund invests in equities of Swiss companies that are included in the SPI ESG.

The investment objective is to generate a performance in line with that of the benchmark SPI, keeping the Tracking Error below the maximum of 0.5% over a rolling period of 3 years.

The SPI ESG measures the performance of Swiss equities taking into account environmental, social and governance factors, which are quantified using a framework provided by Inrate (an independent Swiss sustainability rating agency, www.inrate.com) and corresponding sustainability data. Particular attention is to be paid to those companies that are more committed to environmental or social aspects than other companies in the SPI. To achieve this, those components of the SPI are selected on the basis of the mentioned sustainability data that have a rating of at least C+ on a scale from A+ (best sustainability rating) to D- (best-in-class approach). At the same time, these companies must generarte less than 5% of their sales in controversial sectors (adult entertainment, aclohol, weapons, genetic engineering, nuclear power generation, coal, oil sands, tobacco products) and must not be included in the SVVK-ASIR comitteee list (exclusion criteria).

Securities lending is not allowed.

No investments in securities on the recommendation list for the exclusion of SVVK-ASIR (www.svvk-asir.ch) and controversial weapons.