Euronext®Reitsmarket GRESB Global Sustainable Index

INDEX DESCRIPTION

The Euronext® Reitsmarket GRESB Global Sustainable Index is designed to track specific factor trends in listed sustainable real estate securities worldwide through the performance of a portfolio of 30 global real estate securities selected using a factor ranking methodology and risk optimization techniques out of companies engaged in specific aspects of the major real estate developed markets of the world, namely North America, developed Europe and developed Asia Pacific.

The Index constituents have to be part of the Sustainable Investment Universe that is objectively determined by GRESB using objective ESG performance criteria. GRESB is the global ESG benchmark and reporting standard for real assets including real estate and infrastructure.
We invite you to visit https://gresb.com/euronext-reitsmarket-gresb-global-sustainable-index and www.gresb.com webpages for additional information on the ESG aspect.

The Index uses a factors ranking methodology based on the intrinsic characteristics of the stocks that are part of the same region, namely their respective risk and dividend yield – and retains those securities with optimal combination of characteristics per region.

The Index is expressed in Euro and is not currency hedged.

HISTORICAL PERFORMANCE

 

 

Characteristics
 Bloomberg tickers  ERGSN Index
 Index type  Total Return Net
 Number of constituents  30
 Dividends  Reinvested
 Launch date  06/06/2018
 Rebalancing frequency  Quarterly
 Weighting  Risk based
 Index administrator  Euronext N.V.
 Index supervisor  Rego Partners
 Sustainable Investment Universe  GRESB

 

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DISCLAIMER

Euronext® Reitsmarket GRESB Global Sustainable Index is administered by Euronext N.V. and the intellectual property of Rego Partners and its subsidiary Reitsmarket which has contracted Euronext N.V. to administer and calculate the Index. Euronext N.V. will use its best efforts to ensure that the Index is calculated correctly. Irrespective of its obligations towards Rego Partners, Euronext N.V. has no obligation to point out errors in the Index to third parties.

Index returns do not represent actual fund or portfolio returns. A fund or portfolio may differ significantly from the Index. The Index does not reflect any management fees, transaction fees, brokerage expenses, or other expenses that may reduce returns. Index returns may assume that dividends have been excluded. Investors cannot invest directly in the Index.

There are risks associated with investing, including the possible loss of principal.

For more information about the Index and the associated risks, we refer to the Index’ rulesbook.

Sources of all data: Bloomberg & Dow Jones.

Consilia Capital
Euronext
Rego Partners
Luxhedge
Shelter Investment Management