The fund aims to achieve attractive capital growth by investing in the European stock markets. It follows a long-term and value-oriented investment approach, primarily investing in stocks of European companies. The fund may complement large leading companies with promising smaller firms, preferring stocks of companies that pay high dividends and selecting undervalued securities with potential for price appreciation.
Fund Exposure
The fund is actively managed and uses the MSCI Europe ESG Universal Net Return EUR as a benchmark for investment decisions. It can invest in assets not included in the benchmark to capitalize on investment opportunities. Derivatives are used to reduce potential losses from interest and currency fluctuations, enhance returns, and profit from rising or falling prices. The fund may significantly deviate from the benchmark index in terms of composition and performance.
Risks
Investors should be aware that the fund may not be suitable for those looking to withdraw their investment within an eight-year timeframe. The fund's performance and composition may vary significantly from the benchmark index, and the use of derivatives introduces additional risks related to market fluctuations and potential losses.