Amundi Welt Ertrag Nachhaltig A ND
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General Objective
The fund aims to achieve long-term capital growth through a sustainable and growth-oriented investment policy, while also targeting an annual distribution of 4%.
Fund Exposure
In order to achieve its objectives, the fund invests a minimum of 30% and a maximum of 70% of its assets in equities. At least 51% of its value is invested in securities, money market instruments, and other investment instruments issued by entities considered sustainable based on environmental, social, and governance criteria. The fund utilizes its own ESG scoring methodology to assess issuers and applies a targeted exclusion policy to further enhance its sustainability-focused investment strategy.
Risks
The fund may use derivative transactions for hedging, speculative purposes, and efficient portfolio management. Additionally, the fund does not track a specific securities index or benchmark, and the fund management actively selects assets based on analysis and evaluations of financial instruments, as well as macroeconomic and political developments, with the aim of achieving positive performance.