Objectives
The objective of this fund is to achieve above-market performance, while applying a defensive-to-balanced asset allocation strategy. The share class is accumulating.
Investment policy
The fund gains exposure, directly or through other funds, to bonds and equities, with emphasis on bonds, 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.
In addition to the sustainable investment policy that applies to all funds in the SICAV, this fund does not invest in bonds and equities issued by companies whose revenues mainly originate from sectors such as tobacco or pornography. The fund may gain exposure to any credit quality, sector and country, including emerging markets. Currency risk may occur in the fund.
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. Asset allocation is also used for risk diversification.
The fund may invest in Chinese A-shares through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect Programmes which are subject to quota limitations and operational constraints such as local custody requirements which may result in increased legal and counterparty risk.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 3 years.
