R-co 4Change Moderate Allocation F EUR header image

R-co 4Change Moderate Allocation F EUR

Fund

ISIN FR0011276617 / Valor null

NAV (2024-10-18)
EUR 130.74+0.29%

R-co 4Change Moderate Allocation F EUR
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General Objective

The general objective of this fund is to achieve a performance superior to that of the reference indicator over a recommended investment period of more than three years. The fund implements discretionary management coupled with a socially responsible investment approach.

Fund Exposure

The fund is exposed to various asset classes, with 69.2% in fixed-income, 21.4% in equities, and 9.4% in cash & others. The fund also has exposure to different sectors such as Industrials, Consumer Staples, Financials, and Health Care, with a focus on European geographical regions.

Risks

Some of the risks associated with this fund include market volatility, tracking error, and relative difference in performance compared to the benchmark. Past performance is not a reliable indicator of future performance, and investors should carefully consider the risks before investing in this fund.

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Source

https://am.eu.rothschildandco.com/en/our-funds/r-co-4change-moderate-allocation/f-eur/

Tags:
socially responsible stoxx europe 600 ester moderate allocation iboxx overall euro

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OTHER SHARE CLASSES OF THIS FUND

R-co 4Change Moderate Allocation D EUR
R-co 4Change Moderate Allocation D EUR R-co 4Change Moderate Allocation D EUR
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Annual Return

-50%0%+50%

Risk level

110
0.28%EUR 109.73
R-co 4Change Moderate Allocation R EUR
R-co 4Change Moderate Allocation R EUR R-co 4Change Moderate Allocation R EUR Valor: 31386796
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Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 10.20
R-co 4Change Moderate Allocation M EUR
R-co 4Change Moderate Allocation M EUR R-co 4Change Moderate Allocation M EUR
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Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 1,123.16
R-co 4Change Moderate Allocation MF EUR
R-co 4Change Moderate Allocation MF EUR R-co 4Change Moderate Allocation MF EUR
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Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 959.31
R-co 4Change Moderate Allocation C EUR
R-co 4Change Moderate Allocation C EUR R-co 4Change Moderate Allocation C EUR
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Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 136.57
R-co 4Change Moderate Allocation P EUR
R-co 4Change Moderate Allocation P EUR R-co 4Change Moderate Allocation P EUR
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Annual Return

-50%0%+50%

Risk level

110
0.29%EUR 1,037.90