DP Patrimonial - Strategy Medium Low D1 header image

DP Patrimonial - Strategy Medium Low D1

Fund

ISIN LU2475465964 / Valor 11868740

NAV (2026-03-25)
EUR 117.72+0.80%

DP Patrimonial - Strategy Medium Low D1
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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.

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Tags:
equities esg

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OTHER SHARE CLASSES OF THIS FUND

DP Patrimonial - Strategy Medium Low C2
DP Patrimonial - Strategy Medium Low C2 DP Patrimonial - Strategy Medium Low C2 Valor: 11868740
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Annual Return

-50%0%+50%

Risk level

110
0.79%EUR 118.00
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
0.80%EUR 118.53
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
0.80%EUR 116.72
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
0.80%EUR 119.87
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
0.80%EUR 118.38
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
0.79%EUR 101.68