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OYSTER

The data and information featured on this website are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. OYSTER ( hereafter « OYSTER », « OYSTER Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the website must be made in conformity with the related legal documentation in force (prospectus, key investor information documents), as approved, where applicable, by the regulatory authority in your country. Oyster is an open-ended umbrella investment company established and regulated in Luxembourg. OYSTER is not open to citizens or residents of the USA or to any other party deemed to be a US person. OYSTER’s current prospectus, key investor information document, by-laws and the annual and, if any subsequent, the semi-annual reports of the Fund can be obtained on this website or from the OYSTER offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific

jurisdictions where OYSTER is registered. Investors are advised that they should consult the Prospectus before seeking to subscribe and for further details on the risks involved. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.

Disclosure in respect of iM Global Partner Asset Management

Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.

iMGP AM is the Luxembourg management company of OYSTER.

iMGP is a French regulated entity which represents and distributes OYSTER that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.

Use of links

This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.

Copyrights and Trademarks

The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.

By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.

YOUR USE OF THIS WEBSITE REQUIRES FULL ACCEPTANCE WITHOUT RESERVATION ON YOUR PART OF THE CONDITIONS OUTLINED BELOW. IF YOU DO NOT ACCEPT THESE CONDITIONS, DO NOT ACCESS THE WEB SITE OR ANY OF ITS PAGES.

Important Information

The content of this website is intended to Professional Investors. If you are a Private Investor, you should ensure to select the correct investor category when you enter this site, as failure to do so may result in you accessing material about investment funds and investment services which may not be suitable for you and/or may not be available for you to invest in.

Limited access

The information provided herein is also intended for Users in territories where it is permissible for Users to access information. This website may indeed contain information about funds established in different jurisdictions and/or investment services offered too. Please consult the specific sections and material to obtain more information. Users are responsible for ascertaining they are legally authorized to consult the information herein and should therefore ensure the investor category chosen to enter this website is correct.

Use of Cookies

Cookies help us collect data about you and how you use our website. For example, we are interested in knowing which internet browser is used, how long you visited the website and which pages you looked at. Information gathered are used to understand how we can improve the design and functionality of our website to better serve you in future. However, if you wish to restrict the cookies set by us or by any third-party sites, you may generally disable cookies in your internet browser. Your browser help function should let you know how to do this. Please keep in mind that restricting cookies may impact your experience and the functionality on this website.

The Interactive Advertising Bureau has produced a guide which explains how cookies work and how they are managed. Please visit www.allaboutcookies.org to read more on this subject.

OYSTER

The data and information featured on this website are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. OYSTER ( hereafter « OYSTER », « OYSTER Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the website must be made in conformity with the related legal documentation in force (prospectus, key investor information documents), as approved, where applicable, by the regulatory authority in your country. Oyster is an open-ended umbrella investment company established and regulated in Luxembourg. OYSTER is not open to citizens or residents of the USA or to any other party deemed to be a US person. OYSTER’s current prospectus, key investor information document, by-laws and the annual and, if any subsequent, the semi-annual reports of the Fund can be obtained on this website or from the OYSTER offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific

jurisdictions where OYSTER is registered. Investors are advised that they should consult the Prospectus before seeking to subscribe and for further details on the risks involved. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.

Investors are reminded that past performance is not an indicator of future returns, nor does it guarantee future profits, and that they risk, in some cases, losing all or part of the amount initially invested. An investment may increase or decrease by virtue, in particular, of market fluctuations and exchange rate variations in the currency in which the Sub-fund is invested where this differs from the currency of the shareholder.

Disclosure in respect of iM Global Partner Asset Management

Any reference to iM Global Partner Asset Management (« iMGP AM ») or iM Global Partner (« iMGP ») in the material published on this website should be construed as being a reference to one or more of the legal entities, listed below, dependent on the particular jurisdiction in which it is being accessed.

iMGP AM is the Luxembourg management company of OYSTER.

iMGP is a French regulated entity which represents and distributes OYSTER that have been registered in France having branches in Italy, Spain, Germany and also subsidiaries in Switzerland and in the UK for that purpose. iMGP AM is also a subsidiary of iMGP.

Use of links

This website may direct you to automatic links to other websites. Use of these links is made at your own risk. iMGP and the Fund will not have developed, verified the accuracy or scrutinised the data contained in the aforementioned links. iMGP and the Fund may not be held responsible for damage or losses caused by delays, defects or omissions that may exist in the real, indicated or indirect services, information or other content provided on this site. iMGP and the Fund give no guarantee, makes no declaration and will not be held responsible for any content transmitted by electronic means to a third party, including the accuracy, subject, quality or the appropriate character of said content.

Copyrights and Trademarks

The entire content of this website is subject to copyright with all rights reserved to iMGP and the Fund. You may download or print out a hard copy of individual pages and/or sections of the website, provided that you do not remove any copyright or other proprietary notices. Any downloading or otherwise copying from the website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the website without the prior written permission of iMGP.

By clicking on the « Accept » button, you expressly acknowledge that you have read the aforementioned and that you are authorized by the applicable law to access this website.

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OYSTER
Sustainable Europe

Louis Larere
Co-Leiter der SRI-Strategien, Zadig Asset Management

Nachhaltigkeit zu einem angemessenen Preis (SARP)

Was unterscheidet Zadigs Ansatz des nachhaltigen Investierens von dem seiner Konkurrenten? Michael Schlieper von iM Global Partner befragt Louis Larère, Investmenexperte für Zadig Asset Management und Co-Manager des OYSTER Sustainable Europe Fonds, über den Investmentansatz des für die Strategie verantwortlichen Teams.

MS : Was macht Ihren Ansatz für nachhaltiges Investieren anders?

LL : Wir haben unseren Ansatz Anfang 2019 unter dem Motto "Nachhaltigkeit zu einem angemessenen Preis" (SARP) ins Leben gerufen. Wir wollten uns von den bestehenden Akteuren im SRI-Bereich mit einem Ansatz unterscheiden, der unsere stärksten Überzeugungen beinhaltet und in Bezug auf die Anlagestile diversifiziert ist. Wir glauben, dass es viele interessante SRI-Anlagen außerhalb der "Wachstums"-Sektoren des Marktes gibt. Tatsächlich werden viele gute zyklische oder Value-Unternehmen von SRI-Investoren oft übersehen. Wir bauen ein ausgewogenes Portfolio aus Nachhaltigkeitschampions und Unternehmen, die sich im Wandel zu einem nachhaltigeren Geschäftsmodell befinden. Viele dieser Unternehmen werden von anderen Anlegern übersehen und daher zu sehr interessanten Multiplikatoren gehandelt. Dies hilft uns, den Markt zu übertreffen und gleichzeitig ein hohes Exposure in Bezug auf die Nachhaltigen Entwicklungsziele der Vereinten Nationen beizubehalten.

Michael Schlieper,
Director Distribution Germany & Austria

Warum ist der Fonds so konzentriert (mit im Schnitt 25 Aktien)?

Diese Konzentration ist das Ergebnis unserer Überzeugungen; wir glauben einfach, dass es schwierig ist, 100 gute Anlageideen zu haben! Je weniger konzentriert Sie sind, desto mehr ähneln Sie einem Indexfonds. Wir glauben nicht, dass Konzentration der Feind von Diversifikation und Risikomanagement ist. Tatsächlich sind wir sehr darauf bedacht, in verschiedene Arten von Wertpapieren zu investieren, und wir kennen jede Aktie im Portfolio in- und auswendig. Dieser Ansatz der Konzentration und des Risikomanagements wird bei Zadig Asset Management seit 15 Jahren erfolgreich angewendet.

Je weniger konzentriert Sie sind, desto mehr ähneln Sie einem Indexfonds.

Wie ist das Portfolio in Bezug auf unterschiedliche Anlagestile positioniert?

Wir versuchen, so ausgewogen wie möglich in den verschiedenen Anlagestilen Value, Growth, Momentum etc. investiert zu sein, damit sich unser Fonds in jedem Umfeld entwickeln kann. In dieser Hinsicht unterscheiden wir uns stark von anderen SRI-Fonds, die im Allgemeinen eine starke Ausrichtung auf Wachstumsunternehmen haben. Diese Ausrichtung hat unserer Meinung nach zu der guten Performance vieler SRI-Fonds in den letzten Jahren beigetragen, da Wachstumsaktien stark gestiegen sind.
Seit der Bekanntgabe des Impfstoffs von Pfizer am 9. November 2020 jedoch haben Value-Aktien begonnen, sich besser zu entwickeln und Wachstumsaktien zu ersetzen. Unser Fonds hat sich in letzter Zeit sehr gut entwickelt, vor allem dank unserer zyklischeren Anlagen.

Transparenz ist zu einem Schlüsselthema im SRI-Bereich geworden. Können Sie Ihre Methodik diesbezüglich erläutern?

Wir sind uns der zahlreichen Debatten über ESG-Ratings, der häufigen Meinungsverschiedenheiten zwischen den verschiedenen Ratingagenturen und der Undurchsichtigkeit der Prozesse bewusst. Wir haben uns für einen pragmatischen Ansatz entschieden, indem wir die Änderungen in der europäischen Klassifizierung vorweggenommen haben. Derzeit zielen die Rating-Agenturen nur auf den "grünen Anteil" der Aktivitäten eines Unternehmens ab. Wir verfolgen jedoch einen breiteren Ansatz, indem wir den prozentualen Anteil einer Aktie an den Sustainable Development Goals der UN berechnen. Die Folgen für die Umwelt und der Klimawandel sind in diesem Ansatz natürlich eingeschlossen; er umfasst aber zusätzlich auch die Themen Gesundheit, Bildung, Zugang zu sauberem Wasser usw. Der Fonds trägt seit 2020 das französische SRI-Label und wird auch die Transparenzanforderungen nach Artikel 9 der SFDR erfüllen.

Wir haben uns für einen pragmatischen Ansatz entschieden, indem wir die Änderungen in der europäischen Klassifizierung vorweggenommen haben.

Sie möchten mehr über OYSTER Sustainable Europe erfahren

Die Anlagephilosophie

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Wertentwicklung des Fonds

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Zadig wurde 2005 gegründet und ist eine Vermögensverwaltungsgesellschaft mit Sitz in London und Luxemburg. Das Unternehmen, das sich auf long-only und marktneutrale europäische Aktien spezialisiert hat, verfolgt einen high-conviction, fundamentalen und stilneutralen Investmentansatz.

Ende April 2021 ein Vermögen von 2,5 Milliarden US-Dollar verwaltete

Besuchen Sie Zadig Asset Management

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