Dorval Global Conservative IC header image

Dorval Global Conservative IC

Fund

ISIN FR0013333846 / Valor null

NAV (2025-11-19)
EUR 118.49-0.05%

Dorval Global Conservative IC
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Dorval Global Conservative is a French SRI-accredited fund focused on preserving wealth by investing in a diversified international portfolio of fixed-income and equity securities. It allocates up to 30% to equities and the remainder to fixed-income instruments, carefully selecting investments through macroeconomic analysis and environmental, social, and governance (ESG) criteria. The fund’s management team identifies and rotates promising investment themes based on current market trends, aiming to capture growth momentum across various sectors and regions. By blending bonds and stocks, Dorval Global Conservative seeks to balance stability with opportunities for growth in global markets.

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Tags:
esg wealth preservation bloomberg barclays eu govt 0-5 year msci world equal weighted

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OTHER SHARE CLASSES OF THIS FUND

Dorval Global Conservative NC
Dorval Global Conservative NC Dorval Global Conservative NC
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Annual Return

-50%0%+50%

Risk level

110
-0.05%EUR 116.35
Dorval Global Conservative RC
Dorval Global Conservative RC Dorval Global Conservative RC
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.05%EUR 114.29