DP Patrimonial - Strategy Medium D1

The main objective of this fund is to increase the value of investments over the long term.

The fund primarily invests in a portfolio of equities from various sectors and countries, including emerging markets like China. It may also have significant investments in bonds. The fund manager actively chooses between different investment classes, sectors, and countries based on macro-economic and financial criteria. Additionally, the fund integrates sustainability criteria such as climate change and social equity, favoring investments with a high environmental, social, or governance (ESG) profile.

Investors in this fund should be aware of the inherent risks and should have a minimum investment horizon of 4 years. The fund may use derivatives for efficient portfolio management or to hedge against market fluctuations.

https://www.baha.com/dp-patrimonial-strategy-medium-a-eur/funds/documents/FU_100116982