BancaStato ESG Vita 25 Classe R Dist

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

The fund is exposed to a mix of asset classes including bonds, equities, and alternative investments. It has a sector breakdown that includes sovereign, financial, banking, life insurance, real estate, beverage/bottling, pharmaceuticals, utility, electronics, and chemicals. Geographically, the fund is exposed to Switzerland, global markets, France, the United States, Japan, Germany, and emerging markets.

The sub-fund is suitable for investors with a moderate appetite for risk who are willing to accept higher price fluctuations and pursue an investment strategy oriented towards capital gains. It aims for long-term asset growth through capital gains supplemented by interest and dividend income and may not be suitable for investors intending to withdraw their investment within five years.

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