Siemens Global Equities aims to achieve attractive long-term value growth for investors. The fund invests primarily in equities of large and medium-sized issuers from industrialized countries worldwide. Siemens Global Equities aims to replicate the MSCI World screened.
Equity fund
Siemens Global Equities
ISIN: DE000A14XPG3
Sustainability fund (Art. 8)
This product takes into account environmental or social characteristics as defined in Article 8 of the Disclosure Regulation.
Awards
2025 | 2026 |
|---|---|
SZ-Institute (Süddeutsche Zeitung): Top Equity Funds Global 2025: Siemens Global Equities wins award! | Siemens Global Equities honored with a "Special Award" at the XENIX ETF AWARDS Germany 2026 |
Siemens Global Equities
Loading application...
Is this fund for you?
Sustainability Fund (Art. 8) | YES |
Entry fee | 0% |
Redemption fee | 0% |
Ongoing charge (annual) | 0.16% (as of 31/12/2025) |
Minimum investment | none |
Income treatment | accumulation |
Fund's fiscal year | 01/01 - 31/12 |
Launch date | 12/11/2018 |
Fits your investment strategy if you ...
- want to take advantage of the return opportunities on the global equities market
- want to invest money for the long term
- accept correspondingly higher risk for increased return opportunities
Siemens Global Equities does not fit your investment strategy if you ...
- want to invest money in the short term
- do not want to accept fluctuations in value
Opportunities
- Participation in the price development of international stocks from developed countries
- Risk diversification across different regions
Risks
- General market risk/price change risk: price losses may occur due to stock market fluctuations
- The fund invests in selected medium and large companies. This increases the risk that the fund may be negatively affected by the economic and political conditions of these issuers
- The sustainability approach limits the investment universe
- Currency risk
- Factsheet
- Verkaufsprospekt
- Vermögensaufstellung
- Halbjahresbericht
- Jahresbericht
- Performance-Daten (Ergänzung)
- Nachhaltigkeitsinformationen
- ESG Vorvertraglich
- ESG-Factsheet
- Basisinformationsblatt (PRIIPs-KID)
- Darstellung der früheren Wertentwicklung (Anlage zu PRIIPs-KID)
- Monatliche Berechnung Performanceszenarien (Anlage zu PRIIPs-KID)
See all Siemens funds
Money market-related funds
General notice
The sole binding basis for the purchase of investment fund units is the key investor information, the applicable sales prospectus with the investment conditions and the most recently published annual and/or semi-annual report of the respective investment fund. These documents are available in German free of charge as a download on our website under the respective fund portrait or by post from Siemens Fonds Invest GmbH, 80200 Munich. The explanations are based on the current legal and tax situation. The tax assessment depends on the personal circumstances of the individual investor and may be subject to changes in the future. Such changes can also be introduced retroactively and have a negative impact on tax treatment. Siemens Fonds Invest GmbH therefore recommends that interested investors obtain detailed information before purchasing investment fund units. Investment fund units are subject to fluctuations in value. Past values are not a reliable indicator of future results. Assets can go down as well as up. Investing in investment fund units therefore also carries the risk of losses and investors may not get back the full amount invested. The sole purpose of this website is to provide information about Siemens Fonds Invest GmbH and the products of Siemens Fonds Invest GmbH approved for distribution in Germany. The information on this website is intended exclusively for persons who are resident in Germany or who access this website from Germany and, in particular, is not intended for nationals or residents of the USA. The information and products presented do not constitute a recommendation or solicitation to purchase or sell investment fund units or investment advice. The information and assessments presented on this website are based on the information available to Siemens Fonds Invest GmbH at the time of publication and are subject to change at any time without notice. The data used comes from various sources that have been assessed as accurate and reliable; however, their completeness and accuracy are not guaranteed.