Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
Capital Allocation Fund
To provide total return through a combination of capital appreciation and income.
ISIN LU2711354592
FACTSHEET
Overview
Strategy
Fund Summary
The fund is actively managed and invests mainly in a diversified portfolio of equities and bonds, mainly from US issuers. Although the fund does not have sustainable investment as an objective, the promotion of environmental and social characteristics is achieved through the fund’s commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments.
Disclosure on Vendor Indices can be found here.