DNCA Value Europe C

The fund aims to achieve a performance comparable to the equity markets of the STOXX EUROPE 600 index of European Union countries, focusing on stocks meeting socially responsible investment criteria through active discretionary management.

The fund is primarily exposed to European equities, with a focus on sectors such as industrial goods and services, healthcare, banks, energy, utilities, and construction. It also has a significant allocation to large-cap equities and holds a small percentage in cash and equivalents.

The main risks associated with this fund include the risk of capital loss, discretionary management risk, equity risk, liquidity risk, small-cap equity investment risk, as well as risks related to investments in emerging markets, exchange rates, derivative products, interest rates, and credit. Additionally, there are specific risks linked to convertible, exchangeable, and mandatory convertible bonds, as well as sustainability risks.

https://www.dnca-investments.com/en/funds/dnca-value-europe/units/i-fr0010884361