La Française Rendement Global 2028 TD USD H
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General Objective
The objective of this sub-fund is to achieve a performance net of fees that exceeds that of French government bonds maturing in 2028 and denominated in EUR, by investing in a portfolio of issuers screened according to environmental, social, and governance criteria.
Fund Exposure
The fund is actively managed and invests up to 100% in fixed or floating rate bonds, other negotiable debt securities, and money market instruments from all economic sectors. It may also invest up to 50% in sovereign bonds, with a focus on issuers meeting ESG criteria and belonging to OECD member states and/or non-OECD countries.
Risks
The fund's risk profile will vary over time, with exposure to different risk factors decreasing as the investment strategy approaches its maturity. Investors are advised to maintain their investment until 31 December 2028 to benefit from the best actuarial yield conditions offered by the fund.