NEF Ethical Balanced Conservative R header image

NEF Ethical Balanced Conservative R

Fund

ISIN LU1555071874 / Valor null

NAV (2026-07-09)
EUR 11.40+0.35%

NEF Ethical Balanced Conservative R
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NEF Ethical Balanced Conservative is designed to grow capital by investing in a balanced mix of bonds and stocks with a strong focus on environmental, social, and governance (ESG) principles. The portfolio is actively managed and primarily includes global government bonds, Eurozone government bonds, and Euro corporate bonds, making up the majority of the investments. Additionally, it invests in equities from developed markets and the Eurozone, using indices like the MSCI World and MSCI EMU to guide its stock selections. This approach ensures a diversified and ethically aligned investment strategy aimed at long-term growth.

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Tags:
esg bonds msci world index msci emu index ice bofaml euro corporate index ice bofaml 1-10 year global government index ice bofaml 1-5 year euro government index

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OTHER SHARE CLASSES OF THIS FUND

NEF Ethical Balanced Conservative I
NEF Ethical Balanced Conservative I NEF Ethical Balanced Conservative I
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Annual Return

-50%0%+50%

Risk level

110
0.32%EUR 12.39
NEF Ethical Balanced Conservative D
NEF Ethical Balanced Conservative D NEF Ethical Balanced Conservative D
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 9.84
NEF Ethical Balanced Conservative C Acc
NEF Ethical Balanced Conservative C Acc NEF Ethical Balanced Conservative C Acc
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Annual Return

-50%0%+50%

Risk level

110
0.33%EUR 12.09