The objective of this Sub-Fund is to achieve long-term capital growth in the value of assets by investing in equities and equity related securities of renewable energy sector worldwide. The Sub-Fund will invest in companies with steady performance over a long period of time, growth opportunities and reputable management team. The Sub-Fund may also invest a limited portion into ETFs and other suitable funds of the Green Energy Sector. The target is the creation of a diversified portfolio which will achieve outstanding long term performance through investing in “Green Energy” companies operating in the area of renewable energy. The Sub-Fund will also offer to investors exposure to an ever growing opportunity set in the Green Economy which is becoming gradually mainstream economy.The Sub-Fund will try to achieve a defined absolute investment return per year, rather than being driven by an index or market cap.
European Fund Administration S.A.
Global Branding Name
12 month yield
Net Assets Date
Sector Equity Alternative Energy
S&P Global Clean Energy TR USD
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return since Inception
Maximum Managment Charge
Contact Address 2
Luxembourg 41, Boulevard Royal L-2449
Fund Admin Group
KBL European Private Bankers S.A.
Last Price Date
Price change (percentage)
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© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Links:  http://www.globalfunddata.com/funds/new/performance/management?variant=Casa4Funds SA
 http://www.globalfunddata.com/funds/new/performance/fund_administrator?variant=European Fund Administration S.A.
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=Sector Equity Alternative Energy
 http://www.globalfunddata.com/funds/new/performance/custodian?variant=KBL European Private Bankers S.A.
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