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eQ Blue Planet

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Please Note: Transactions to eQ Funds are available from Finnish pages

Fund units can be redeemed and subscribed on every Finnish banking day.
Subscription notification must be made available and the subscription payment paid to the Fund Management Company by 18.00 on the subscription date.
Redemption notification must be made available to the Fund Management Company by 12.00 on the redemption date.

Fees

Subscription fee 1,00 %
Redemption fee 1,00 %, min. 20 €
Transfer fee

50 % of redemption and subscription fee

Management fee Series 1 K 1,50 % Series 1 T 1,50 %
Fund contains other fees as well. Check KID.

Fund brochures and rules

Please contact asiakaspalvelu(at)eq.fi for brochures and rules.
 

eQ Blue Planet Fund is a global sustainable development equity fund that is classified as a financial product according to Article 9 of the EU Regulation on sustainable financing (2019/2088). This means that the objective of the fund’s investment activities is to make sustainable investments globally in such companies’ equities and equity-linked investments whose strategy broadly promotes the implementation of sustainable development. Investments are made in pioneering companies in the technology sector, industrials and consumer goods sectors and selected sustainability leaders in other sectors. The fund’s investments do not cause any significant harm to other sustainability objectives, and the portfolio companies comply with good governance.

Further information about the fund’s investment process and the methods and criteria used for monitoring the realisation of the sustainability objective is available in eQ Blue Planet fund’s Fund Prospectus (in Finnish)

Fund Values

Performance
1 m -1,56 %
3 m 3,81 %
Year to date 2,76 %
12 m 10,13 %
3 y p.a. 2,85 %
Annual 6,38 %
2023 11,30 %
2022 -16,78 %
2021 23,67 %
2020 16,99 %
2019 32,21 %
Volatility 12 months 12,13 %

Past performance is not a reliable indicator of future returns.