DNCA Invest Sérénité Plus Class I shares EUR

The fund aims to outperform the Bloomberg Euro-Aggregate 1-3 year Index with coupons reinvested on the recommended investment period. The management style is discretionary and integrates environmental, social/societal, and governance (ESG) criteria.

The fund is primarily exposed to short-term Eurozone bonds, with a focus on corporate bonds (90.2%) and a smaller allocation to government bonds (3.5%). The portfolio consists of fixed-rate bonds, hybrid bonds, convertible bonds, floating-rate bonds, and inflation-linked bonds.

The main risks associated with this fund include discretionary management risk, interest-rate risk, credit risk, risk of capital loss, liquidity risk, convertible securities risk, and ESG risk. Additionally, there are risks related to investing in derivative products, counterparty risk, equity risk, and specific risks associated with OTC derivative transactions.

https://www.dnca-investments.com/lu/funds/dnca-invest-serenite-plus/units/b-lu1490785505