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Dorval Global Conservative RC

Fund

ISIN FR0013333838 / Valor null

NAV (2025-11-13)
EUR 115.14-0.20%

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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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
-0.20%EUR 117.19
Dorval Global Conservative IC
Dorval Global Conservative IC Dorval Global Conservative IC
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Annual Return

-50%0%+50%

Risk level

110
-0.19%EUR 119.36