Eurizon Fund - Flexible Equity Strategy Class Unit RL EUR Accumulation
ISIN LU0497416007 / Valor 11337460
Eurizon Fund - Flexible Equity Strategy Class Unit RL EUR Accumulation
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General Objective
The objective of this fund is to achieve a total return that is in line with that of developed equity markets over any given 7-year period. The fund seeks to limit the maximum monthly loss to -14.80%, with a 99% probability.
Fund Exposure
The fund mainly invests in European and US equities, government and corporate bonds, and money market instruments. It typically invests at least 45% of total net assets in equities and equity-related instruments from companies located in Europe or the USA. The fund may also invest in debt instruments denominated in any currency, including below investment grade with a minimum rating of B-/B3.
Risks
This fund is categorized as a higher risk investment, falling into category 6 based on the risk budget of the Sub-Fund. The risks associated with this fund include counterparty and collateral risk, default risk, liquidity risk, operational risk, and standard practices risk. These risks could impact the value of the fund and potentially lead to the suspension of transactions in its units.
Source
https://www.eurizoncapital.com/en/our-offer/fund-price-performance
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