CPR Invest - Global Silver Age Class A EUR Acc
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General Objective
The fund aims to outperform global equity markets over the long term (minimum of five years) by capitalizing on the dynamics of international securities associated with the ageing population while incorporating Environmental, Social and Governance criteria (ESG) into the investment process.
Fund Exposure
The fund focuses on selecting the best-performing international securities from various sectors (such as pharmaceuticals, medical equipment, savings, leisure activities, dependency care, security, well-being, automobile, etc.) in countries like the USA, Canada, Europe, Japan, Hong Kong, and Australia that are likely to benefit from the ageing population. It may also invest up to 25% of its assets in emerging market stocks.
Risks
The fund is actively managed and may use derivatives for hedging, arbitrage, exposure purposes, and efficient portfolio management. There are no constraints relative to any benchmark, and the equity exposure can range between 75% and 120% of its assets. Additionally, the fund excludes companies with poor ESG scores and high controversies, and at least 90% of portfolio stocks have an ESG score.