Candriam Equities L Europe Optimum Quality I Inc
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General Objective
The fund aims to invest in shares of companies listed on European markets with a management strategy combining discretionary and quantitative approaches, focusing on sustainable development goals related to reducing greenhouse gases and meeting the objectives of the Paris Agreement. Investors should be prepared for equity market changes, volatility, and the use of derivatives over a 6-year investment horizon.
Fund Exposure
The fund is primarily exposed to European equities, with a focus on sectors such as Consumer Staples, Information Technology, Health Care, and Switzerland. The top 10 issuers include companies like KERRY GROUP PLC, ASML HOLDING NV, and ROCHE HOLDING AG. The fund's active share, volatility, and equity exposure metrics indicate a high level of active management and potential for outperformance.
Risks
Investors should be aware that the fund's risk indicator ranges from 1 to 7, indicating increasing levels of risk and return potential. The fund does not provide protection from future market performance, and actual risk levels can vary significantly, especially if investors cash in early. It is important to refer to the "Risk" section of the prospectus for more detailed information on associated risks.