Ossiam ESG Low Carbon Shiller Barclays CAPE US Sec

5HED XETRA Broad Market & Indices United States
127.34
0.47 %

Fund focused on U.S. securities selected according to ESG criteria and low carbon intensity, aiming to reduce the carbon footprint while tracking a U.S. sector index.

Price history of Ossiam ESG Low Carbon Shiller Barclays CAPE US Sec
Price history of Ossiam ESG Low Carbon Shiller Barclays CAPE US Sec

Performance & Momentum

6 Months 2.61 %
1 Year 8.14 %
3 Years 20.59 %
5 Years

Strategic Analysis

Ossiam ESG Low Carbon Shiller Barclays CAPE US Sec • 2026

Ossiam ESG Low Carbon Shiller Barclays CAPE US Sec positions itself as a responsible investment fund combining ESG screening and low carbon intensity, targeting sector-specific US equities. It offers a differentiated exposure that combines financial performance with a reduced carbon footprint, thereby attracting investors sensitive to non-financial criteria.

Strengths
  • Rigorous integration of ESG criteria and low carbon intensity in the selection of US securities
  • Sector strategy aligned with a recognized index, enhancing consistency and transparency
  • Solid historical performance over the medium and long term, demonstrating the viability of the model
Weaknesses
  • Limited exposure to the US market only, restricting geographic diversification
  • Risk of underperformance linked to ESG and low-emission constraints in certain market cycles
Momentum

Current momentum indicates moderate positive dynamics, supported by steady performance across multiple time horizons. This trajectory favors a consolidation investment approach for investors seeking sustainable growth that incorporates ESG criteria.

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