Sparinvest SICAV - Ethical Global Value Stocks

Sparinvest SICAV - Ethical Global Value is an open-ended mutual fund focused on equity investments, established by Sparinvest S.A. Its management is entrusted to Sparinvest Fondsmaeglerselskab A/S. The fund strategically allocates capital to publicly traded companies worldwide, ensuring sector diversification and a focus on value stocks. To construct its portfolio, it employs a rigorous bottom-up stock-picking method, driven by fundamental analysis. The performance of its holdings is benchmarked against the MSCI World Index. A core principle of this fund is its comprehensive ethical screening: it strictly avoids companies engaged in controversial activities such as alcohol production, gambling, tobacco, pornography, and weaponry. Furthermore, it excludes entities that do not uphold global standards, particularly those specified in the UN Global Compact and the OECD Guidelines for Multinational Enterprises pertaining to environmental protection, human rights, labor standards, and anti-corruption practices. Sparinvest SICAV - Ethical Global Value was founded on May 30, 2008, and is registered in Luxembourg.