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Frankfurt - Delayed Quote EUR

JSS Sustainable Eq Glb Th S EUR dist (0P0001JE27.F)

134.44
+0.92
+(0.69%)
At close: April 29 at 10:00:00 PM GMT+2

Fund Summary

JSS Sustainable Eq Glb Th S EUR dist

11-13, Boulevard de la Foire

Fund Overview

Category --
Fund Family J. Safra Sarasin Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return -9.64%
Yield 0.00%
Morningstar Rating
Inception Date Mar 24, 2025

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 96.19%
Average for Category --

Fees & Expenses

Expense 0P0001JE27.F Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kaisa Paavilainen has been a Portfolio Manager in the Sustainable Asset Management division of Bank J. Safra Sarasin Ltd since 2019. She is the Co-Lead Portfolio Manager of the JSS Sustainable Equity - SDG Opportunities fund (Article 9) and Co-Portfolio Manager on the JSS Sustainable Equity - Next-Gen Consumer strategy. She joined Bank J. Safra Sarasin in 2017 with a background in corporate finance, along with an extensive expertise in the consumer sectors and an in-depth experience in the field of sustainability research. Kaisa started her career in investment banking in 2004 at Barclays Capital in London before transferring to buy-side equity research and portfolio management in 2013. Kaisa Paavilainen graduated from the Aalto University School of Business and London Business School with two Master’s degrees in International Economics and Finance. She is also a CFA® charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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