September 2024

Marketing Material

Sustainable Future

The AtonRâ Sustainable Future is a long-only, actively-managed certificate. It aims to benefit from all the industries benefiting from the sustainable development of our planet.

The investment universe includes renewable energies, energy storage, green & smart transport, water & wastewater treatment, the digitalization of energy systems and integration of smart & efficient technologies in cities.

Our civilization has to face several challenges driven by climate change, the growing world population and the world electrification. The answer to those challenges is technology. Technology is enabling human beings to adapt to a changing climate and to adopt sustainable behaviors.

Overall, it is our entire society that is evolving by taking actions that will pave the way to a sustainable future. We are at a critical juncture and governments, big corporations and people are now all committed to pursue the same goal.

Main Features
Asset Class Equity
Legal Structure Actively Managed Certificate
Investment Index Long
Launch date 2018-10-19
Currency EUR
Type of Return Total return
Ticker JMLNARSE
isin XS1668108506
Issuer JP Morgan
Issue Price 100
Last Price 151.63
Sharpe Ratio 0.26
Correlation 0.73
Beta 1.16
Reference Index MSCI ACWI Net TR (EUR)
Liquidity Daily
# Holdings 25
Management Fees 1.30%
Issuer Fees 0.20%
Performance Fees 15.00%
ALL TIME HIGH ALL TIME LOW
PRICE: 282.9 PRICE: 88.4
DATE: 2021-11-04 DATE: 2018-12-25

Sustainable Future

The AtonRâ Sustainable Future is a long-only, actively-managed certificate. It aims to benefit from all the industries benefiting from the sustainable development of our planet.

The investment universe includes renewable energies, energy storage, green & smart transport, water & wastewater treatment, the digitalization of energy systems and integration of smart & efficient technologies in cities.

Our civilization has to face several challenges driven by climate change, the growing world population and the world electrification. The answer to those challenges is technology. Technology is enabling human beings to adapt to a changing climate and to adopt sustainable behaviors.

Overall, it is our entire society that is evolving by taking actions that will pave the way to a sustainable future. We are at a critical juncture and governments, big corporations and people are now all committed to pursue the same goal.

Monthly Returns €

(Net of fees)

* Estimated
* Actual

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC ANNUAL
2024 -12.3% 4.9% 6.1% 0.3% 5.8% -6.9% 2.5% -0.9% 10.2% 8.0%
2023 7.9% -5.7% -2.1% -7.3% -2.3% -1.8% -1.0% -13.0% -7.8% -9.0% 1.9% 4.3% -32.0%
2022 -10.1% 1.7% 2.4% -10.8% 1.2% 4.4% 16.7% -2.1% -8.2% -0.8% 4.4% -11.2% -14.9%
2021 5.9% -10.8% 0.9% -3.1% -0.8% 14.6% -1.8% 1.5% -2.6% 16.5% -4.1% -9.5% 3.0%
2020 4.8% 1.0% -21.0% 14.1% 9.3% 5.5% 11.6% 14.7% 5.2% 2.2% 16.0% 7.5% 88.6%
2019 8.5% 5.8% 1.8% 4.7% -4.6% 7.0% 1.9% -2.3% 3.4% -1.1% 3.3% 3.8% 36.3%
2018 -0.6% 2.9% -10.4% -8.4%
Industry Exposure

Top Holdings
  • BYD
  • SUNGROW
  • FIRST SOLAR
Top 3 Contributors
  • CATL
  • SUNGROW
  • BYD
Worst 3 Contributors
  • ENPHASE
  • NEL
  • NEXTRACKER INC
Geographical
Breakdown
Currency
Exposure
Asset
Allocation
Equity Market Cap
Distribution
Equity
Liquidity*

*On average 3 Months daily trading volume

Risk
Scale

5


The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back

Industry Exposure