Zegora

Zegora Investments

Zegora Investment Management Ltd. is a company based in Zurich, Switzerland and launched in 2005.

We invest in companies which develop or offer technologies, services and products that benefit the environment. At the same time, we consider social sustainability to be a key factor.

We are convinced that companies which take a serious and positive approach to environmental and social issues, as an integral part of their business strategy will be more successful in the long run.

We are managing the Zegora Sustainable Fund (EUR), a Swiss investment fund investing in environmentally friendly technologies and services.

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Performance

 

Current Performance

NAV: 30.11.2011 - EUR 880.60

Total Return since Inception: -9.72%

Month to Date Total Return November 2011: -1.63%


 

Historical Performance

Zegora Environmental Fund - Monthly Performance Data

Zegora Environmental Fund - Weekly Performance Data


 

Strategy Update

The Zegora Environmental Fund has generated significant outperformance of its equity positions through the Fund’s investment case and stock selection approach (see Equity Performance track record below).

Based on this, it has been decided to manage the Zegora Environmental Fund with a higher risk tolerance going forward. The Fund will generally have a full equity exposure. The updated strategy has taken effect starting in May 2010.


 

Chart

The following chart shows the performance of the Zegora Environmental Fund compared to its benchmarks.

Please select a position from the drop down list for a performance comparison of an individual company in the portfolio.


 
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Note: All numbers adjusted to EUR.