DNCA Invest Évolutif B EUR
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DNCA Invest Evolutif maintains a diversified portfolio comprising around 44 equity holdings spread across 24 different issuers, alongside a robust selection of bonds. The fixed income portion includes bonds with an average maturity of about 5.5 years, an average yield of 3.55%, and a strong average credit rating of A. The fund employs active, discretionary management and integrates environmental, social, and governance (ESG) criteria to flexibly allocate assets and protect capital during challenging market periods.
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OTHER SHARE CLASSES OF THIS FUND
DNCA Invest Évolutif A EUR
DNCA Invest Évolutif A EUR
DNCA Invest Évolutif A EUR
Valor: 2946347
Annual Return
-50%0%+50%
Risk level
110
-0.38%EUR 216.64
DNCA Invest Évolutif AD EUR
DNCA Invest Évolutif AD EUR
DNCA Invest Évolutif AD EUR
Valor: 24378831
Annual Return
-50%0%+50%
Risk level
110
-0.38%EUR 176.96
DNCA Invest Évolutif I EUR
DNCA Invest Évolutif I EUR
DNCA Invest Évolutif I EUR
Valor: 2946342
Annual Return
-50%0%+50%
Risk level
110
-0.37%EUR 256.76
DNCA Invest Évolutif SI EUR
DNCA Invest Évolutif SI EUR
DNCA Invest Évolutif SI EUR
Valor: 32617750
Annual Return
-50%0%+50%
Risk level
110
-1.15%EUR 140.55
DNCA Invest Évolutif N EUR
DNCA Invest Évolutif N EUR
DNCA Invest Évolutif N EUR