The objective of this fund is to achieve above-market performance, while applying an opportunistic asset allocation strategy. The share class is accumulating.
The fund gains exposure, directly or through other funds, to equities of companies that meet certain sustainable investment criteria. The fund invests only in underlying funds that apply sustainable investment criteria at either the securities selection or index construction level. The fund may gain exposure to any sector and country, including emerging markets.
In addition to the sustainable investment policy that applies to all funds in the SICAV, this fund does not invest in equities issued by companies whose revenues mainly originate from sectors such as tobacco or pornography.
In actively managing the fund's portfolio, the management team applies a flexible asset allocation that seeks to take full advantage of market changes and opportunities. The fund generally expects that its holdings, and therefore its performance, may differ significantly from those of the benchmark.
The fund may invest in Chinese A-shares subject to quota and operational constraints, which may increase legal and counterparty risk.
The fund may use derivatives for hedging, efficient portfolio management as well as for investment purposes.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 5 years.