• English
  • Deutsch
Facebook icon
LinkedIn icon
Twitter icon
YouTube icon
Header image Ecologic

OekoTrend Stocks Europe Ethical Investment Fund for European Blue Chip Shares

OekoTrend Stocks Europe Ethical Investment Fund for European Blue Chip Shares

oekotrend_stocks_europeOekoTrend Stocks Europe is a mutual fund or investment trust investing exclusively in European blue-chip shares in the Dow Jones Euro STOXX 50 Index®. Companies with a high degree of ecological and social corporate responsibility are given priority and weighted higher. Futures contracts and stock options are used as insurance at time of falling stock markets.

OekoTrend Stocks Europe is a mutual fund or investment trust investing exclusively in European blue-chip shares in the Dow Jones Euro STOXX 50 Index®. Companies with a high degree of ecological and social corporate responsibility are given priority and weighted higher. Futures contracts and stock options are used as insurance at time of falling stock markets.

OekoTrend Stocks Europe is marketed primarily in the German-speaking regions of Europe.

The companies in the Dow Jones Euro STOXX 50 Index® constitute the investment universe. The independent OekoTrend Investment Advisory Board, with R. Andreas Kraemer as co-chair, determines the level of each company on the sustainability scale, and its priority and weighting.

In order to achieve the highest possible and steady return on investment, OekoTrend Bonds invests primarily in long Euro bonds, and uses futures contracts and stock options as insurance at time of falling stock markets. During period of rising share prices, this insurance is reduced and a high investment ratio means that investors in the fund profit from bull markets. 


Funding
Ökoworld Asset Management (Ökoworld), Luxembourg
Partner
Duration
April 2004
Project ID
201-24
Keywords
ethical investment, green investment finance, sustainable asset management, corporate social responsibility, sustainable production and consumption, leadership in business, green finance, consumer policy, OekoWorld, Global, Europe