CPR Invest Education Class A EUR Acc
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General Objective
The objective of this fund is to outperform global equity markets over a long-term period (minimum of five years) by investing in international equities involved in the entire education ecosystem, while integrating Environmental, Social and Governance (ESG) criteria in the investment process.
Fund Exposure
To achieve its objective, this fund is exposed to securities of companies involved in Educational Technology, School, College & University management, Student Accommodations, Education Financing, Publishers & Content production, Career Development/Recruitment, Educational Supplies & Services, and all related activities. The fund is invested for at least 75% of its assets in equity and equity equivalent securities of any country, without constraints of capitalization. It may also invest in China A shares via Stock Connect within a maximum of 25% of its assets.
Risks
The major risks associated with this fund include credit risk, liquidity risk, counterparty risk, and the use of financial derivatives instruments that might increase or decrease the capacity of the portfolio to amplify market movements. The historical data used to calculate the risk indicator may not be a reliable indicator of the future risk profile of the fund, and the lowest risk category does not mean 'risk-free'. The capital invested is not guaranteed.