Lazard Patrimoine SRI PC H-USD

The fund aims to outperform a composite benchmark index over a recommended minimum investment horizon of 3 years by applying Socially Responsible Investment (SRI) type management.

The fund's assets are allocated on a discretionary basis using dynamic asset allocation management and a risk reduction mechanism. The strategic allocation includes bonds, money market instruments, and exposure to equity markets. The portfolio may be invested in government and corporate investment grade bonds, speculative/high yield bonds, equities of companies in the Eurozone and/or internationally, debt securities, money market instruments, and UCIs within specified limits.

The fund is exposed to equity, interest rate, credit, and foreign exchange risks, with a focus on maintaining the portfolio's volatility below an annual level of 7% to reduce the risk of capital losses. The fund may use futures, options, swaps, and forward foreign-exchange contracts to hedge and/or expose the portfolio, potentially impacting the upside potential related to the underlying assets.

https://www.lazardassetmanagement.com/de/de_de/funds/ucits-funds/lazard-patrimoine/f2541/s252/?shareClass=6663