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TCSETendercapital Secular Euro

Tendercapital Secular Euro is a long-only thematic equity fund actively managed which invests in companies across the European equity market engaged in the area of «Robotics&Automation», «Sustainable Environment», «Digital Economy» and «Healthy Living». The fund promotes environmental, social and governance (ESG) criteria through a combination of exclusion, integration of ESG parameters and active management. ESG criteria are interwined with traditional financial analysis to define the reference framework for portfolio structuring.

The Fund in a nutshell

Read more about our investment themes

 

Risk-reward profile

Achieve a positive annual return with a medium risk profile.

FUND MANAGER'S COMMENTARY

September was characterized by negative returns on the main European indices. The fund maintained its broad diversification with 73 stocks in portfolio at the end of the month, up slightly compared to the previous month. The fund continues to maintain balanced exposure between cyclical and defensive sectors. The fund remains most invested in Industrial and Health Care. The fund maintains exposure to the small and large segments, with the latter at 73% in September. The top positive contributor for the month was ROVI, while the worst contributor was Huhtamaki. All strategies contributed negatively to portfolio performance. The Sustainable Investments theme was the fund’s worst strategy for September. Portfolio beta is in line with the previous month at 0.9. In terms of secular trends, Sustainable Investments is the trend with the greatest weight in the portfolio, at 27%. The top ten securities steadily account for 31.5% of the portfolio. The fund has an ESG rating of AA.

MORNINGSTAR CATEGORY

Europe Large-Cap Blend Equity

ISIN Code Share Class: SECULAR EURO RETAIL ACC SHARE CLASS
ISIN Code: IE00B8XC4845
Consult Monthly Factsheet

ISIN Code Share Class: SECULAR EURO INSTITUTIONAL ACC AI SHARE CLASS
ISIN Code: IE00B8XCNZ43

DISTRIBUTION Ireland,  United Kingdom, Italy, Switzerland

KIID

The KIID (Key Investment Information Document) provides you with key investor information about the funds.
The information is required by law to help you understand the nature and the risks of investing in this fund.
You are advised to read it so you can make an informed decision about whether to invest.
Please select just the KIID(s) related to your country of residence.

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