NEF - Ethical Balanced Dynamic ID Inc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
NEF Ethical Balanced Dynamic seeks to grow capital by actively investing in a diverse mix of global and Eurozone stocks and bonds that meet strong ESG criteria. The portfolio includes equities from the MSCI World and MSCI EMU indices, Euro corporate bonds, global government bonds, and Euro Treasury Bills. By selecting securities based on ESG ratings and excluding certain industries, the fund focuses on investments from OECD and similarly responsible countries, ensuring broad sector and risk factor exposure while upholding sustainable and ethical standards.
Content summarized by AI chatbot
Tags:
esgbondsmsci worldmsci emuice bofaml euro corporateice bofaml global governmentice bofaml euro treasury bill
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
NEF - Ethical Balanced Dynamic D Inc
NEF - Ethical Balanced Dynamic D Inc
NEF - Ethical Balanced Dynamic D Inc
Annual Return
-50%0%+50%
Risk level
110
-0.47%EUR 10.57
NEF - Ethical Balanced Dynamic I Acc
NEF - Ethical Balanced Dynamic I Acc
NEF - Ethical Balanced Dynamic I Acc
Annual Return
-50%0%+50%
Risk level
110
-0.49%EUR 14.18
NEF - Ethical Balanced Dynamic C Acc
NEF - Ethical Balanced Dynamic C Acc
NEF - Ethical Balanced Dynamic C Acc
Annual Return
-50%0%+50%
Risk level
110
-0.44%EUR 13.56
NEF - Ethical Balanced Dynamic R Acc
NEF - Ethical Balanced Dynamic R Acc
NEF - Ethical Balanced Dynamic R Acc