BancaStato ESG Vita 10 Classe R Dist

The fund aims to achieve optimal total return through a balanced risk strategy focused on diversification of asset classes in compliance with sustainability criteria. The fund also aims to achieve an MSCI rating of at least AA, investing worldwide in bonds, equities, and alternative investments.

The fund is exposed to a mix of asset classes including bonds, equities, and alternatives, with a focus on sustainability and ESG aspects in investment decisions. The fund has a geographical breakdown that includes exposure to global markets, with a sector breakdown that includes investments in global financial, banking, life insurance, pharmaceuticals, electronics, and more.

The fund is suitable for risk-conscious investors willing to accept short-term price fluctuations and pursue a return-oriented strategy. It aims at long-term asset growth through interest, dividend income, and capital gains, but may not be suitable for investors intending to withdraw their investment within four years.

https://www.bancastato.ch/DMS/prodottieservizi/futura/PUBLIC-FactsheetFondiPrevidenzialiESG.pdf