Fund Investments

The UpToMore Fund invests in ETFs (exchange-traded funds, which are collections of stocks) that prioritize sustainability and social responsibility. All our eight ETFs comply with Article 8 of the EU SFDR regulation.

iShares MSCI World SRI UCITS ETF EUR (Acc) AEX EUR

Weight: 14.80% – Costs 0.20%

• Invests globally in companies with high scores in environmental, social, and governance (ESG) areas.
• Avoids companies involved in harmful activities, such as fossil fuels.
• Aims to achieve sustainable growth of capital and income.

Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (C)

Weight: 14.80% – Costs 0.18%

• Focuses on companies worldwide that excel in their ESG scores and comply with the guidelines of the Paris Climate Agreement.
• Excludes companies that have negative social or environmental impacts.
• Aims for climate-friendly investment.

Amundi S&P 500 ESG UCITS ETF Acc PAR EUR

Weight: 9.60% – Costs 0.12%

• Tracks the S&P 500 Index, but with a focus on sustainability.
• Invests in American companies that meet strict ESG criteria, while maintaining a sector distribution comparable to the traditional S&P 500.

UBS (Lux) Fund Solutions MSCI World Socially Responsible UCITS ETF (USD) A-acc ETF GER EUR

Weight: 14.80% – Costs 0.20%

• Focuses on emerging markets and invests in companies with strong ESG scores.
• Excludes controversial sectors and follows a benchmark that aligns with EU climate transition standards.

iShares MSCI EMU ESG Enhanced UCITS ETF EUR (Acc)

Weight: 6.60% – Costs 0.12%

• Focuses on companies from European countries within the Eurozone with strong ESG scores and low carbon emissions.
• Avoids controversial sectors and complies with EU standards for climate transition.

iShares MSCI Europe SRI UCITS ETF EUR (Acc) AEX EUR

Weight: 9.80% – Costs 0.20%

• Invests in sustainable companies from developed European markets with high ESG scores.
• Avoids companies involved in harmful activities.
• Focus on socially responsible investing.

Xtrackers MSCI World ESG UCITS ETF 1C GER EUR

Weight: 14.80% – Costs 0.20%

• Offers global exposure to companies with excellent ESG performance and low carbon emissions.
• Based on a broad market index and selects companies that prioritize sustainability.

iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc)

Weight: 14.80% – Costs 0.18%

• Focuses on emerging markets and invests in companies with strong ESG scores.
• Excludes companies active in controversial sectors.
• Follows a benchmark that complies with EU standards for climate transition.