Nao Europa Responsable M FI

The fund is an International Equity Investment Fund with a socially responsible investment approach. The management aims to achieve returns in line with the Eurostoxx50 Net Return Eur index (used for informational purposes only).

The fund will invest at least 75% of its total exposure in equities, with a maximum currency risk of 30% of the total exposure. The majority of the equity portfolio will comply with socially responsible investment criteria (ASG criteria). The fund will primarily invest in European issuers/markets, with the rest in issuers/markets from other OECD countries. The investment style will focus on fundamental analysis, seeking undervalued companies in the market. Additionally, the fund will invest the remaining total exposure in public or private fixed income securities, mainly from Eurozone countries.

Investing in low-cap equities may negatively impact the fund's liquidity. The fund may also invest in assets that introduce higher risks, such as liquidity, issuer type, or investor protection. It is recommended that investors with a shorter investment horizon of less than 4 years may not find this fund suitable for their needs.

https://www.nao-sam.com/en/nao-europa-sostenible-en/