Lonvia Mid-Cap Euro Retail header image

Lonvia Mid-Cap Euro Retail

Fund

ISIN LU2240056445 / Valor null

NAV (2025-03-07)
EUR 91.74-1.36%

Lonvia Mid-Cap Euro Retail
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General Objective

The Fund aims to outperform the MSCI EMU SMID Cap Index (NR) through the selection of small and mid-cap companies with sustainable business models that contribute to the UN's Sustainable Development Goals (SDGs) and have strong social and environmental policies.

Fund Exposure

The Fund primarily invests in shares of small and mid-cap companies in the Eurozone, with the flexibility to invest up to 10% in companies outside of the Eurozone. The investment strategy focuses on companies that score well on environmental, social, and governance (ESG) criteria and contribute positively to SDGs.

Risks

Investors should be aware that there is no guarantee that the Fund will meet its objectives. Additionally, the Fund's focus on sustainable investing and ESG criteria may result in a more concentrated portfolio and potential exposure to risks associated with these specific investment factors.

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Source

https://lonvia.com/en/lonvia-mid-cap-europe/

Tags:
sustainable investing small cap msci emu smid cap

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OTHER SHARE CLASSES OF THIS FUND

Lonvia Mid-Cap Euro Clean share
Lonvia Mid-Cap Euro Clean share Lonvia Mid-Cap Euro Clean share
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Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 95.42
Lonvia Mid-Cap Euro Institutionnal
Lonvia Mid-Cap Euro Institutionnal Lonvia Mid-Cap Euro Institutionnal
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 979.66