La Française Credit Innovation RC EUR
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General Objective
The fund aims to outperform the BofA BB Global High Yield index over a recommended investment period of 3 years by investing in a portfolio of issuers filtered according to ESG criteria, with at least 60% contributing positively and/or not negatively impacting the Sustainable Development Goals.
Fund Exposure
The fund invests in fixed or floating rate bonds, negotiable debt securities, and money market instruments from all sectors. It focuses on thematic momentum related to climate change, technological innovation, urbanization, and population growth. The portfolio is managed based on ESG integration criteria and aims to improve issuer ratings.
Risks
Risks associated with the fund include credit risk, interest rate risk, currency risk, and market risk. The fund may also be exposed to risks related to ESG factors and thematic investments. Additionally, there is a risk of loss due to the discretionary management of the bond portfolio and the use of derivative instruments.