Multi Manager Access - EMU Equities Sustainable F EUR UKdist
Fund
ISIN LU1076093779 / Valor 24625953
NAV (2025-03-12)
EUR 186.11+0.76%
Multi Manager Access - EMU Equities Sustainable F EUR UKdist
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
This actively managed sub-fund primarily invests in equity securities within the Eurozone while promoting environmental and social characteristics. It is categorized as article 8(1) of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector.
Fund Exposure
The sub-fund is a multi-manager portfolio utilizing leading institutional portfolio managers with proven Eurozone equity expertise. The majority of equity investments held by the sub-fund are components of the Reference Benchmark Index (RBI), MSCI EMU Net Total Return. The investment strategy allows for discretion to invest in companies not included in the RBI to take advantage of specific opportunities, potentially leading to divergence from the RBI's performance during periods of higher market volatility.
Risks
Investors should be aware that this sub-fund may not be suitable for those planning to withdraw their money within 5 years due to potential fluctuations in performance, especially during periods of market volatility. Additionally, the sub-fund excludes companies or sectors considered to entail significant negative social or environmental risks, which could impact the overall performance and sustainability profile of the fund.