INVESTMENT OBJECTIVES & APPROACH
- Aiming to achieve superior long-term risk adjusted return
- Medium-term time horizon
- Investing primarily in equities and equity related securities of companies incorporated or having their principal business activities in Euroland
- Conviction investing using bottom-up stock-picking
- Flexible, opportunistic, and pragmatic approach, with no sector country bias and style/market cap agnostic
- Using a macroeconomic overlay to support sector positioning
- Investment team focus on four strategic themes which provide a strong base for investment opportunities
- Incorporating the French SRI label V3 Guidelines: enhanced exclusions, more stringent selectivity, climate transition analysis.
Performances
For legal reasons, we can not post the performance of this share class
Characteristics
| Legal Type | - |
|---|---|
| Countries | CH, DE, FR, LU, PL |
| Custodian | HSBC Continental Europe, Luxembourg |
| Management Fees | 0.9% TTC |
| Subscription Fees | 3.0% TTC |
| Redemption Fees | - |
| Recommended investment period | - |
| Life Insurance Eligibility | No |
| PEA Eligibility | No |
Performance scenarios (PRIIPS)
4/7
4/7
4/7
Past performance is not a guarantee of future results and no assurance can be given that capital initially invested will be preserved
The above is provided for information purposes only and is not intended to be investment advice. Past performance is no guarantee of future results. The impact of management fees on performance has been included. Access to the products and services presented here may be subject to restrictions with respect to certain individuals or countries. The tax treatment could vary on the situation of each. For further information on the structure and fees, please read this document in conjunction with the prospectus and relevant KIIDs which are available on this site or free of charge upon request from the registered office of the management company.