DP Patrimonial - Strategy Medium Low C2 header image

DP Patrimonial - Strategy Medium Low C2

Fund

ISIN LU2475465881 / Valor 11868740

NAV (2026-04-10)
EUR 119.96-0.10%

DP Patrimonial - Strategy Medium Low C2
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

DP Patrimonial - Strategy Medium Low seeks long-term growth by actively managing a diverse portfolio that includes a wide range of global equities, including those from emerging markets like China, alongside a substantial allocation to bonds. The fund prioritizes sustainability by selecting investments with strong environmental, social, and governance (ESG) characteristics and excludes industries such as coal, tobacco, gambling, and non-conventional weapons. The manager continuously adjusts the portfolio across different sectors and regions based on economic and financial trends to enhance investment value.

Content summarized by AI chatbot
Tags:
equities esg

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

DP Patrimonial - Strategy Medium Low D2
DP Patrimonial - Strategy Medium Low D2 DP Patrimonial - Strategy Medium Low D2 Valor: 11868769
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 120.49
DP Patrimonial - Strategy Medium Low A
DP Patrimonial - Strategy Medium Low A DP Patrimonial - Strategy Medium Low A Valor: 11868167
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 118.63
DP Patrimonial - Strategy Medium Low D1
DP Patrimonial - Strategy Medium Low D1 DP Patrimonial - Strategy Medium Low D1 Valor: 11868740
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 119.66
DP Patrimonial - Strategy Medium Low LN
DP Patrimonial - Strategy Medium Low LN DP Patrimonial - Strategy Medium Low LN Valor: 11868773
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 121.85
DP Patrimonial - Strategy Medium Low B
DP Patrimonial - Strategy Medium Low B DP Patrimonial - Strategy Medium Low B Valor: 11868635
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%EUR 120.32
DP Patrimonial - Strategy Medium Low C1
DP Patrimonial - Strategy Medium Low C1 DP Patrimonial - Strategy Medium Low C1 Valor: 11868739
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 103.36