Lonvia Mid-Cap Europe Retail
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Fund aims to outperform the MSCI EUROPE 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 small and mid-cap companies with a focus on sustainable development issues, including environmental, social, and governance criteria. It may also invest in large cap companies on an ancillary basis and hold money market instruments and units of open-ended undertakings for collective investment (UCIs) for diversification.
Risks
Investors should be aware that there is no guarantee that the Fund will meet its objectives, and the value of investments can fluctuate based on market conditions. Additionally, investing in small and mid-cap companies can be more volatile than investing in large cap companies, and there is a risk associated with the Fund's extra-financial approach and focus on sustainable development goals.
Content summarized by AI chatbot
Source
https://lonvia.com/en/lonvia-mid-cap-europe/
Tags:
small capsustainable investmentmsci europe smid cap index
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Lonvia Mid-Cap Europe Institutional
Lonvia Mid-Cap Europe Institutional
Lonvia Mid-Cap Europe Institutional
Annual Return
-50%0%+50%
Risk level
110
-0.60%EUR 918.67
Lonvia Mid-Cap Europe Institutional WPF
Lonvia Mid-Cap Europe Institutional WPF
Lonvia Mid-Cap Europe Institutional WPF
Annual Return
-50%0%+50%
Risk level
110
-0.60%EUR 925.78
Lonvia Mid-Cap Europe Clean share
Lonvia Mid-Cap Europe Clean share
Lonvia Mid-Cap Europe Clean share