The objective of the sub-fund is to achieve long-term capital growth while giving due consideration to capital security, environmental and social criteria, as well as to the liquidity of assets. In compliance with risk diversification the Sub-Fund shall invest in equities, other equity shares such as cooperative shares and participation certificates (equities and equity rights), dividend-right certificates and warrants issued by companies which are primarily active in the economic sector given in the Sub-Fund’s name. The Sub-Fund may buy or sell futures and options on financial instruments or conduct transactions for non-hedging purposes involving options on securities. The Sub-Fund invests worldwide in companies with far-sighted and innovative approaches to energy usage and whose commitment to sustainability also takes into consideration environmental and social aspects. Investment focus includes: • “Renewables” such as wind, water, solar, biomass and geothermal power.
Living Planet Fund Mgt Company S.A.
HSBC Trinkaus Investment Managers SA
Global Branding Name
12 month yield
Net Assets Date
Sector Equity Alternative Energy
UCITS 3 compliant
Return - 1 Month
Return - 2 Months
Return - 3 Months
Return - 6 Months
Return - 9 months
Return - 12 Months
Annualized return 24 months
Annualized return since Inception
Maximum Managment Charge
Living Planet Fund Management Company S.A.
Contact Address 2
4, rue Dicks
Fund Admin Group
Living Planet Fund Mgt Company S.A.
HSBC Trinkaus & Burkhardt Intl. SA
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=Living Planet Fund Mgt Company S.A.
 http://www.globalfunddata.com/funds/new/performance/fund_administrator?variant=HSBC Trinkaus Investment Managers SA
 http://www.globalfunddata.com/funds/new/performance/strategy?variant=Sector Equity Alternative Energy
 http://www.globalfunddata.com/funds/new/performance/custodian?variant=HSBC Trinkaus & Burkhardt Intl. SA
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