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JSS Sustainable Equity - Global Climate 2035 Fund

SRI Style:

Sustainable Style

SDR Labelling:

Not eligible to use label (out of scope)

Product:

SICAV/Overseas

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

08/11/2013

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£75.93m

(as at: 30/11/2025)

ISIN:

LU0950592443

Primary fund last amended:


Information directly from fund manager.

Fund Filters

Labels & Accreditations
SFDR Article 9 fund / product (EU)

Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank.

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

  • The investment objective of JSS Sustainable Equity – Global Climate 2035 (the "Sub-Fund") is to achieve long-term capital appreciation by investing worldwide in equities and focussing on companies contributing to a net-zero carbon future.
  • The assets of the Sub-Fund are mainly invested either directly (min. 67%) or indirectly in worldwide equity securities. Investments are made across sectors and market capitalizations and without any restriction as to the issuer's domicile. This also includes investments in the emerging markets. Emerging markets generally mean the markets of countries which are in the process of becoming modern industrial markets and therefore show higher potential, but also carry a higher risk.
  • The Sub-Fund is actively managed without replicating any benchmark. However, the Sub-Fund is managed with reference to MSCI World Climate Paris Aligned Net Return (the “Benchmark”).
  • Investments in the securities mentioned above may also be made through Global Depository Receipts (GDRs) and American Depository Receipts (ADRs) listed on recognized exchanges and markets issued by international financial institutions.
  • The Sub-Fund's sustainable investment objectives are aligned with SFDR Art. 9, the Paris Agreement and J. Safra Sarasin's corresponding Climate Pledge to achieve carbon-neutrality in portfolios by 2035. This product considers environmental, social and governance aspects (“ESG”) along the investment process with the aim
    to reduce controversial exposures, to align the portfolio with international norms, to mitigate sustainability risks and to harness opportunities emanating from ESG trends and to get a better-informed perspective of portfolio holdings.

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)

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Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

JSS Sustainable Equity - Global Climate 2035 Fund

 Sustainable Style Not eligible to use label (out of scope) SICAV/Overseas Global Equity 08/11/2013

Fund/Portfolio Size: £75.93m

(as at: 30/11/2025)

ISIN: LU0950592443

Information received directly from Fund Manager
Please select what you would like to read:

Fund Filters

Labels & Accreditations
SFDR Article 9 fund / product (EU)

Find options classified under Article 9 of the EU’s SFDR (Sustainable Finance Disclosure Requirements). Article 9 of the SFDR applies to financial products that have sustainable investment 'objectives' - including emissions reduction objectives. (These may currently be referred to as 'impact' funds or aiming to deliver clear, specific positive outcomes.) These rules do not currently apply in the UK so product managers may leave this field blank.

Sustainable, Responsible &/or ESG Policy:

Objectives and investment policy

  • The investment objective of JSS Sustainable Equity – Global Climate 2035 (the "Sub-Fund") is to achieve long-term capital appreciation by investing worldwide in equities and focussing on companies contributing to a net-zero carbon future.
  • The assets of the Sub-Fund are mainly invested either directly (min. 67%) or indirectly in worldwide equity securities. Investments are made across sectors and market capitalizations and without any restriction as to the issuer's domicile. This also includes investments in the emerging markets. Emerging markets generally mean the markets of countries which are in the process of becoming modern industrial markets and therefore show higher potential, but also carry a higher risk.
  • The Sub-Fund is actively managed without replicating any benchmark. However, the Sub-Fund is managed with reference to MSCI World Climate Paris Aligned Net Return (the “Benchmark”).
  • Investments in the securities mentioned above may also be made through Global Depository Receipts (GDRs) and American Depository Receipts (ADRs) listed on recognized exchanges and markets issued by international financial institutions.
  • The Sub-Fund's sustainable investment objectives are aligned with SFDR Art. 9, the Paris Agreement and J. Safra Sarasin's corresponding Climate Pledge to achieve carbon-neutrality in portfolios by 2035. This product considers environmental, social and governance aspects (“ESG”) along the investment process with the aim
    to reduce controversial exposures, to align the portfolio with international norms, to mitigate sustainability risks and to harness opportunities emanating from ESG trends and to get a better-informed perspective of portfolio holdings.

(Source: KIID, as at December 2025)

SDR Labelling:

Not eligible to use label (out of scope)