Amplegest Midcaps IC

The objective of the fund is to outperform the CAC Mid & Small Net Return index (with reinvested dividends) over a 5-year period, while integrating environmental and/or social characteristics, or a combination of these characteristics, into the security selection and analysis process.

The fund invests in small and medium market capitalization securities, with a minimum of 50% of the net assets allocated to this segment, across all sectors, using a case-by-case approach ("stock picking") that emphasizes fundamental analysis of companies as well as environmental, social, and governance criteria. The fund is exposed to at least 60% of the French equity market, including small and medium market capitalizations up to 100%, and may also invest in the Euronext Growth (up to 40%) and Euronext Access (up to 10%) markets.

Investors should be aware that this fund may not be suitable for those planning to withdraw their investment before 5 years, as the recommended investment horizon is 5 years. Additionally, the fund may invest in markets outside the eurozone, including emerging markets (up to 10%), and may use financial contracts on regulated French markets to hedge against equity and interest rate risks.

https://www.amplegest.com/en-LU/funds/amplegest-midcaps