The fund aims to increase the value of its assets over the medium term by investing in bonds or shares of issuers selected for their sustainable development practices, including social responsibility, environmental responsibility, and corporate governance.
Fund Exposure
The fund is managed against a model portfolio consisting of 25% equities and 75% bonds, with a minimum of 50% in fixed income. The manager has the flexibility to adjust asset class weightings based on market conditions and forecasts. The fund is actively managed and may invest in securities not included in the index, which is a combination of 75% Bloomberg Barclays Euro Aggregate (RI) and 25% MSCI World (NR). Additionally, the fund follows BNP PARIBAS ASSET MANAGEMENT’s sustainable Investment Policy, incorporating Environmental, Social, and Governance (ESG) criteria in its investment decisions.
Risks
Investors should be aware that the fund's extra-financial strategy, which includes ESG criteria and sustainable thematic approaches, may introduce additional risks such as the ESG Investment Risk as defined by the asset manager. Additionally, as with any investment fund, there are general market risks and the potential for fluctuations in the value of the fund's assets.