BancaStato ESG Vita 60 Classe P Acc

The 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.

The fund is exposed to a mix of asset classes including bonds, equities, alternatives, and cash. It has a geographical breakdown with a focus on Switzerland, France, Germany, and the United States. The sector breakdown includes financial, real estate, pharmaceuticals, and utilities among others.

The fund is suitable for investors with a high appetite for risk who are willing to accept higher price fluctuations. It aims for long-term asset growth through capital gains supplemented by interest and dividend income, but may not be suitable for investors looking to withdraw their investment within seven years.

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