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Eleva UCITS Eleva Sust Impct EurpIEURacc (0P0001LGKN.F)

1,102.06 -18.43 (-1.64%)
At close: August 5 at 10:00 PM GMT+2

Fund Summary

Eleva UCITS Eleva Sust Impct EurpIEURacc

15 avenue de Matignon

Fund Overview

Category --
Fund Family Eleva Capital S.A.S.
Net Assets 8.45M
YTD Return 4.94%
Yield 0.00%
Morningstar Rating
Inception Date Dec 17, 2020

Fund Operations

Fees & Expenses

Expense 0P0001LGKN.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

"Matthieu Détroyat joined Eleva Capital in September 2020 as a European Equity SRI Fund Manager Matthieu started his career at Nomura as a sell-side analyst in London then at Natixis in Paris. In 2014, he became a buy-side analyst at Advenis before joining La Financière de l'Echiquier (LFDE) in 2016 as an equity analyst covering European large-caps. Matthieu co-managed a Fund investing in European growth leaders from 2017, in addition to launching and managing a hedged version of this Fund since 2019. Matthieu holds a Master of Finance from ESDES Lyon. Matthieu has 12 years of investment experience."

Morningstar Style Box

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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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