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Echiquier Arty SRI D

Fund

ISIN FR0011667989 / Valor 23221737

NAV (2026-05-28)
EUR 1,090.44-0.02%

Echiquier Arty SRI D
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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 R
Echiquier Arty SRI R Echiquier Arty SRI R Valor: 12927355
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Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 1,731.44
Echiquier Arty SRI G
Echiquier Arty SRI G Echiquier Arty SRI G Valor: 30945494
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 1,327.97
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
-0.02%EUR 1,466.96
Echiquier Arty SRI A
Echiquier Arty SRI A Echiquier Arty SRI A Valor: 4249859
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Annual Return

-50%0%+50%

Risk level

110
-0.02%EUR 1,889.64