ODDO BHF Métropole Euro SRI CR EUR
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General Objective
The fund aims to outperform its benchmark, the EURO STOXX Large with net dividends reinvested, through active management over a five-year period. The strategy focuses on selecting companies with the best ESG scores in the Eurozone with a market capitalization of more than EUR 5 billion, and identifying discounted stocks through rigorous financial analysis and the identification of catalysts that could reduce the discount over an 18-24-month horizon.
Fund Exposure
The fund is predominantly invested in stocks with a capitalization of more than EUR 5 billion, with 10% of assets potentially invested in EU countries outside the Eurozone, as well as in the United Kingdom, Switzerland, and Norway. The fund may also invest in stocks not included in the EURO STOXX Large index, depending on opportunities that arise. Investment in Eurozone equities denominated in euro must be at least 75%, with exposure at least 60%.
Risks
The fund may not be suitable for investors looking to withdraw their money within five years. Subscription and redemption requests are centralized until 12:00 CET/CEST every day, and executed based on the next net asset value, calculated using that day's closing prices, or at an unknown price. The fund may use derivatives to expose its assets to, or hedge them against, an index or specific security, with restrictions on the types of derivatives that may be used. The share class is denominated in GBP and is not hedged against currency risk relative to the euro.