Eurizon Fund - Equity Innovation C EUR Accumulation

The fund aims to increase the value of investments over time and outperform global equity markets, as measured by the MSCI World Index® (net total return), by mainly investing in companies benefiting from long-term innovation trends such as communication technology, artificial intelligence, robotics, e-commerce, and cybersecurity.

The fund primarily invests in equities and equity-related instruments, including convertible bonds, with at least 70% of total net assets allocated to this asset class. It may also invest up to 20% in emerging market equities and utilizes derivatives for risk management, cost reduction, and additional investment exposure. The investment manager employs macroeconomic and fundamental analysis, along with environmental, social, and corporate governance (ESG) criteria, to actively manage the fund and select securities with potential for appreciation.

Investors should be aware that the fund's exposure to securities and its performance are likely to differ significantly from those of the benchmark, the MSCI World Index®. Additionally, the fund restricts investments in companies directly involved in controversial weapons production, sale, or storage, as well as those with low ESG scores. It is important for investors to understand the risks associated with the fund and have a long-term investment horizon.

https://www.eurizoncapital.com/en/our-offer/products/eurizon-fund-equity-innovation