DP Patrimonial - Strategy Medium D2 header image

DP Patrimonial - Strategy Medium D2

Fund

ISIN LU2475465295 / Valor 11868113

NAV (2025-07-08)
EUR 117.12+0.13%

DP Patrimonial - Strategy Medium D2
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DP Patrimonial - Strategy Medium aims to grow your investment over the long term by actively managing a diverse portfolio of stocks from various sectors and countries, including emerging markets like China. The fund also holds a substantial amount of bonds to balance the portfolio. It emphasizes sustainable investing by selecting companies with strong environmental, social, and governance practices and excludes businesses involved in coal, tobacco, gambling, and weapons. The fund’s manager continuously adjusts the investments based on economic and financial trends to maximize growth while promoting responsible investing.

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equities esg

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OTHER SHARE CLASSES OF THIS FUND

DP Patrimonial - Strategy Medium LM
DP Patrimonial - Strategy Medium LM DP Patrimonial - Strategy Medium LM
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Annual Return

-50%0%+50%

Risk level

110
0.26%EUR 104.34
DP Patrimonial - Strategy Medium LN
DP Patrimonial - Strategy Medium LN DP Patrimonial - Strategy Medium LN Valor: 11868164
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Annual Return

-50%0%+50%

Risk level

110
0.25%EUR 123.84
DP Patrimonial - Strategy Medium C2
DP Patrimonial - Strategy Medium C2 DP Patrimonial - Strategy Medium C2 Valor: 11864182
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Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 116.14
DP Patrimonial - Strategy Medium C1
DP Patrimonial - Strategy Medium C1 DP Patrimonial - Strategy Medium C1 Valor: 11864178
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Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 117.59
DP Patrimonial - Strategy Medium A
DP Patrimonial - Strategy Medium A DP Patrimonial - Strategy Medium A Valor: 11864046
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Annual Return

-50%0%+50%

Risk level

110
0.12%EUR 115.39
DP Patrimonial - Strategy Medium B
DP Patrimonial - Strategy Medium B DP Patrimonial - Strategy Medium B Valor: 11864081
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Annual Return

-50%0%+50%

Risk level

110
0.12%EUR 116.63
DP Patrimonial - Strategy Medium D1
DP Patrimonial - Strategy Medium D1 DP Patrimonial - Strategy Medium D1 Valor: 11868082
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Annual Return

-50%0%+50%

Risk level

110
0.13%EUR 116.33