Ofi Invest ESG Euro Equity C

The objective of the fund is to achieve outperformance in relation to the Euro Stoxx 50 index in the long term, using non-financial criteria and adopting a Socially Responsible Investment (SRI) approach. However, the fund does not aim to replicate the performance of the index and may have significant discrepancies in its behavior.

The fund primarily invests in eurozone shares or similar securities, with a minimum of 60% exposure to eurozone shares and up to a maximum of 40% exposure to securities making up the Euro Stoxx 50 index. Additionally, 90% of the net assets are permanently invested in shares of companies with their registered offices in a Member State of the European Union. The fund uses a non-financial analysis of companies to determine weightings in the portfolio and complements this with an SRI selection based on environmental, social, and governance criteria.

Some of the risks associated with this fund include market risk, currency risk, and the risk of investing in equities. Market risk refers to the potential fluctuations in the value of investments due to market conditions, while currency risk arises from exposure to different currencies. Investing in equities carries the risk of price volatility and potential loss of capital. Additionally, the fund's focus on non-financial criteria and SRI approach may introduce additional risks related to the selection of companies based on environmental, social, and governance factors.

https://www.ofi-invest-am.com/en/fund/ofi-invest-esg-euro-equity-r/FR0013275112