INVESTMENT OBJECTIVES & APPROACH
- Impact strategy investing in European listed equities style/market cap agnostic
- Medium-term time horizon
- Investing in companies having good ESG performances and generating a positive contribution through the products and/or services they sell
- 6 themes in the strategy for solving major environmental and societal challenges: social inclusion, health and well-being, "Tech for good", climate actions, water and natural resources and Green Cities
- Using a macroeconomic overlay to support sector positioning
The sub-fund will invest in a diversified array of transferable securities selected by the Investment Manager. The sub-fund’s unit value is likely to fluctuate due to a variety of factors such as a change in the portfolio’s holdings, macroeconomic changes, political transformation and legal and tax legislation.
Performances
Data at 2022-08-10Track Record
Annuals Performances
Source : Bloomberg
Characteristics
| Legal Type | SICAV |
|---|---|
| Countries | AT, BE, CH, DE, ES, FR, IE, IT, LU, NL |
| Custodian | HSBC Continental Europe, Luxembourg |
| Management Fees | 0.9% TTC |
| Subscription Fees | 3.0% TTC maximum |
| Redemption Fees | - |
| Recommended investment period | 5 years |
| Life Insurance Eligibility | No |
| PEA Eligibility | Yes |
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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.