Fondo Etico Educa 5.0 FI

The fund aims to generate medium-term returns by investing in a mix of international fixed income securities. It also incorporates socially responsible investment criteria based on environmental, social, and corporate governance principles.

The fund invests between 0%-30% of its total exposure in equities of any market capitalization, with the remainder allocated to public and/or private fixed income assets. It may also invest in derivatives for hedging and investment purposes. The fund's currency exposure can range from 0% to 100% of its total exposure, with investments primarily focused on OECD issuers/markets.

Investing in low-cap equities or low-quality fixed income securities may impact the fund's liquidity. Additionally, the fund's high portfolio turnover strategy may increase expenses and potentially affect overall returns. It is recommended that investors with a short-term investment horizon of less than 2 years consider whether this fund is suitable for their investment goals.

https://www.fpablovi.org/fondo-etico-educa-5.0