Sparinv SICAV - Ethical Glob Va (SSIEGVEURR)

Overview

Sparinvest SICAV - Ethical Global Value is an innovative equity mutual fund that offers investors an opportunity to engage with global stock markets through a lens of ethical and value-based investment. Launched on May 30, 2008, and domiciled in Luxembourg, this fund is a testament to Sparinvest S.A.'s commitment to responsible investing. Managed by Sparinvest Fondsmaeglerselskab A/S, it provides a comprehensive strategy for investors seeking to invest in companies that uphold strong ethical standards, focusing on sectors that align with global values and sustainability.

Products and Services

The fund's investment strategy is detailed below:

• Global Equity Investments: Sparinvest SICAV - Ethical Global Value invests in a wide array of public equity markets across the globe, offering investors exposure to various economies and opportunities. This diversified approach allows for a balanced portfolio that can withstand market volatility while seeking growth.
• Value Stocks Focus: The fund's investment in value stocks—companies considered undervalued in relation to their overall market performance—aims to ensure that investors benefit from potential market corrections and the inherent long-term growth of such enterprises. This strategy is rooted in thorough fundamental analysis and a bottom-up stock-picking approach, focusing on the intrinsic value and potential of companies rather than the broader market trends.
• Ethical Investment Criteria: True to its name, Sparinvest SICAV - Ethical Global Value is dedicated to ethical investing. It meticulously avoids investment in companies involved in controversial activities, such as the production of alcohol, gambling, tobacco, pornography, and weapons. Moreover, it extends its ethical considerations to include companies that fail to adhere to global standards, specifically those set by the UN Global Compact and the OECD Guidelines for Multinational Enterprises, covering areas like Environmental Protection, Human Rights, Labour Standards, and Anti-corruption. This ensures that investments are not only financially sound but also socially responsible.
• Performance Benchmarking: The fund benchmarks its performance against the MSCI World Index, a key indicator of global equity market performance. This allows investors to gauge the fund’s performance relative to a comprehensive global benchmark, providing a clear perspective on its success and areas for potential improvement.