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Echiquier Arty SRI R

Fund

ISIN FR0011039304 / Valor 12927355

NAV (2025-11-13)
EUR 1,726.70-0.20%

Echiquier Arty SRI R
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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
-0.20%EUR 1,084.54
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
-0.19%EUR 1,454.33
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
-0.19%EUR 1,317.96
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
-0.20%EUR 1,879.42