The fund invests in global equities with a focus on sustainable investments, in an effort to secure long-term capital gains. It invests in quality companies based on strict analysis of their fundamentals. Its positions are actively managed and it complies with the United Nations Sustainable Development Goals (SDGs). The fund promotes environmental and social characteristics and maintains a minimum percentage of sustainable investments. It is classified under Article 8 of the SFDR.
Funds
Equity
EDM International - Sustainable Global Equity Fund
- Category Global Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
28.530.488,95€
YTD Return
-7,21%
Net asset value
79,450000€
Year
2024
11,78%
2023
21,24%
2022
-7,86%
2021
0,00%
2020
0,00%
1 year
-9,20%
3 years cumulative return
24,69%
5 years cumulative return
-7,28%
Product Sheet
- ISINLU2257846803
- DepositoryCACEIS Bank, Luxembourg Branch.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Auditores SL.
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.
The date of inclusion of this Luxembourg fund is the following: EDM Emerging Markets Class L: 18-01-2021
Managers
Mariona Selva
ANALYST/MANAGER
Reports and documents
Fund datasheet € Class R
Fund datasheet € Class L
DFI € Class R
DFI $ Class R
DFI € Class L
DFI $ Class L
DFI € Class I
DFI $ Class I
Full prospectus
Pre-contractual information related to sustainability
Sustainability annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
EDM International - Sustainable Global Equity Fund 2025
EDM International - Sustainable Global Equity Fund 2020-2025