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Echiquier Arty SRI A

Fund

ISIN FR0010611293 / Valor 4249859

NAV (2025-11-20)
EUR 1,860.03+0.11%

Echiquier Arty SRI A
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Echiquier Arty SRI is an investment fund that builds a balanced portfolio by investing up to half of its assets in European mid-sized and large companies across various sectors, carefully selected based on their environmental, social, and governance (ESG) practices. The remaining portion of the portfolio is dedicated to fixed-income investments, primarily focusing on Euro corporate bonds with maturities of three to five years. The fund actively chooses both stocks and bonds to achieve a strong risk and return balance, primarily targeting investments within the European Union, European Free Trade Association, and the United Kingdom, while also allowing for a small percentage in international and emerging market equities.

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Tags:
esg fixed income msci europe iboxx euro corporate €ster

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OTHER SHARE CLASSES OF THIS FUND

Echiquier Arty SRI D
Echiquier Arty SRI D Echiquier Arty SRI D Valor: 23221737
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Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 1,073.35
Echiquier Arty SRI I
Echiquier Arty SRI I Echiquier Arty SRI I Valor: 22975867
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Annual Return

-50%0%+50%

Risk level

110
0.12%EUR 1,439.49
Echiquier Arty SRI G
Echiquier Arty SRI G Echiquier Arty SRI G Valor: 30945494
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Annual Return

-50%0%+50%

Risk level

110
0.12%EUR 1,304.46
Echiquier Arty SRI R
Echiquier Arty SRI R Echiquier Arty SRI R Valor: 12927355
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Annual Return

-50%0%+50%

Risk level

110
0.11%EUR 1,708.72