Fund for blue planet^TB dynamic

Introduction of the fund

The fund invests in equities and bonds in accordance with environmental, social and ethical criteria. Most of the fund will be invested in equities, with their share corresponding to the investment experience and objectives of the experienced investor.

Approximately 75 % of the fund will be invested in equities of socially responsible companies. Investing in equities brings you the opportunity to earn a higher return. Take advantage of it?.

If you care about how the business of the companies you invest in affects our planet, this fund can be an interesting solution for you.

We calculate and publish the unit price of the Fund for blue planet^TB dynamic for the working day two days ago. For example, on Wednesday (Day D) we publish the unit price for Monday (Day D-3). The current performance of the fund is displayed as of the date of its last published unit price. In the case of redemption, the money will be paid out on the 6th working day in the afternoon, and this change will be reflected in your TAM account within 8 working days.

Description of the fund's strategy

The investment process begins with the so-called negative screening, in which companies and countries that do not meet ethical, social or environmental criteria are excluded from potential investment opportunities. On the contrary, the selection focuses only on those that make a high contribution to social development.

In the case of companies, e.g. environmental protection, employee care, transparency, product safety, etc. In the case of states e.g. non-compliance with the Paris Agreement, corruption, human rights violations, etc.

The largest investments in the fund

Also included in the fund