Ethius Invest Schweiz GmbH

Morgartenstrasse 9
6003 Luzern
  • UZ-LicenseUW 1443

Equity investments with socially responsible and ecologically promising objectives in accordance with economic investment principles. Ethius Invest Switzerland, based in Lucerne, is an independent wealth manager and fund initiator of the Ethius Global Impact Fund.

The investment philosophy pursues the principle of a consistent sustainability approach. The investment methodology is represented by the successful "Global Challenges Index". A dialogue is being established and engagement is being pursued with the fund companies. By actively exercising shareholder rights, Ethius Invest pursues a versatile impact strategy. It strengthens shareholder democracy and promotes awareness of sustainability in corporate governance practice.

Ethius Global Impact

ISIN: DE000A2QCX03 (I), DE000A2QCX11 (I), DE000A3DEBB4 (I), DE000A2QCXY8 (P), DE000A2QCXZ5 (P)

The fund aims to achieve sustainable change within corporate governance structures of companies through investments in selected companies and active dialogue. To achieve this, the fund invests at least 51% in equities of companies included in the Global Challenges Index® (GCX). The objective of the fund is to maximise capital appreciation through the allocation of components of the Global Challenges Index® (GCX) and the ability to supplement its range with additional stocks of similar characteristics or components weighted differently from the Global Challenges Index® (GCX). The GCX comprises 50 companies that make substantial and trend-setting contributions to tackling seven major global challenges facing politics and society. Investments are made worldwide predominantly in equities (> 50%). In addition, the disposition of money market instruments, time deposits and bonds, among others, is possible. Units in target funds (incl. ETFs) may be added up to a maximum of 10% of the fund assets. This fund aims to be a sustainable investment within the meaning of Article 9 of the Disclosure Regulation (Regulation (EU) 2019/2088). Further information can be found in the section "Investment principles and investment policy" of the Fund's sales prospectus.