Dorval Global Conservative RC
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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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esgwealth preservationbloomberg barclays eu govt 0-5 yearmsci 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
Annual Return
-50%0%+50%
Risk level
110
-0.20%EUR 117.19
Dorval Global Conservative IC
Dorval Global Conservative IC
Dorval Global Conservative IC