EUR

Eurizon Fund Equity Planet R

Mutual FundMutual Fund
ISIN: LU2050470850
LU2050470850

Price

Region Breakdown

  • 🇺🇸

    USA
    62.54%
  • 🏳️

    Other
    10.02%
  • 🇬🇧

    United Kingdom
    6.02%
  • 🇯🇵

    Japan
    4.98%
  • 🇫🇷

    France
    4.58%
  • 🇨🇦

    Canada
    3.22%
  • 🇧🇲

    Bermuda
    2.42%
  • 🇩🇪

    Germany
    1.92%
  • 🇸🇪

    Sweden
    1.66%
  • 🇪🇸

    Spain
    1.4%
  • 🇮🇪

    Ireland
    1.24%

Sector Breakdown

  • Information Technology
    25.75%
  • Industrials
    15.04%
  • Other
    14.8%
  • Materials
    12.05%
  • Consumer Discretionary
    9.52%
  • Utilities
    7.93%
  • Health Care
    6.35%
  • Financials
    6.09%
  • Consumer Staples
    2.47%

Biggest Positions

  • MICROSOFT
    4.45%
  • NVIDIA
    4.26%
  • APPLE
    3.13%
  • AMAZON.COM
    2.43%
  • ALPHABET CLASS C
    2.38%
  • XYLEM
    2.03%
  • WEYERHAEUSER CO
    2.02%
  • SHERWIN-WILLIAMS CO
    1.89%
  • CORTEVA
    1.76%
  • EPSILON US EQUITY ESG INDEX
    1.73%

Pricing

52W span
$129.39$162.06

Information

The fund mainly invests in equities of companies that may benefit from long-term global trends to preserve the planet such as renewable energy, energy efficiency, sustainable food, waste management and pollution treatment. These companies may be from anywhere in the world, including emerging markets. The fund generally favours direct investment but may at times invest through derivatives.

Identifier

ISIN

LU2050470850
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