Eurizon Fund - Equity World Smart Volatility Class Unit ZH EUR Accumulation

The Sub-Fund aims to achieve a return in excess of the MSCI World Index® (Net Total Return) through a quantitative investment approach focused on providing a better risk-adjusted return profile than the benchmark.

The Sub-Fund primarily invests in equity and equity-related instruments listed on international regulated markets. It aims to build a diversified and risk-balanced portfolio by overweighting stocks expected to deliver less volatile returns and underweighting more volatile stocks. Additionally, the fund may hold UCITS (up to 10%) and cash, while using derivatives for risk hedging and efficient portfolio management.

This Sub-Fund is categorized as level 6 based on historical performance, indicating exposure to equity instruments in developed markets with currency risk hedging. Other relevant risks include counterparty risk, where a third-party may default on obligations. Additionally, past performance is not a reliable indicator of future results, and the risk and reward category may shift over time.

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