The fund aims to achieve attractive growth by investing in international equity markets while considering sustainable principles. It primarily invests worldwide in large leading companies that operate sustainably and contribute to responsible economic growth. Environmental and social behavior of companies, along with financial success, are criteria for the fund management's selection process. Promising smaller companies may also be included in the fund's assets.
Fund Exposure
The fund is exposed to a selection of large leading companies worldwide that operate sustainably, contributing to responsible economic growth. It may also include promising smaller companies in its portfolio. Companies generating more than 5% of their revenue from tobacco, alcohol, arms and weapons, pornography, and gambling are excluded. The fund is actively managed, allowing for investments in assets not included in the benchmark index to capitalize on investment opportunities.
Risks
The fund may use derivative transactions to reduce potential losses from interest and currency fluctuations, enhance returns, and profit from rising or falling prices. The fund's composition and performance may significantly deviate from the benchmark index over the long term. While investors can request daily redemption of shares, the company may suspend redemptions in exceptional circumstances to protect investor interests. The fund's income is distributed, and it meets the tax criteria of an equity fund, offering investors the benefit of partial exemption. It may not be suitable for investors looking to withdraw their funds within an eight-year timeframe.