• Active Balanced

Active Balanced

The objective of the Sub-Fund is to achieve medium to long term capital growth by investing at least 20% of the total assets under management in global equity indexes, according to fundamental valuation analysis. The portfolio of the Sub-Fund invests directly or indirectly at least 80% of its assets, net of cash and ancillary liquid assets, in companies and countries with an ESG rating of B or higher. The portfolio’s average weighted ESG rating, net of cash and ancillary liquid assets, shall not be below BBB.

Main features

  • Sub-Fund Launch Date: 14/Feb/2020
  • SFDR Classification: Article 8
  • Management Fee: 0.70%
  • ISIN: LU1934771350
  • Management Team: Stefano Mach

Active Balanced S EUR

LU2398048533
ISIN
116,35
NAV
-0,27%
Performance T-1
-0,11%
Performance YTD

KID Retail Share Class

Active Balanced I EUR

LU1934771350
ISIN
122,73
NAV
-0,27%
Performance T-1
0,06%
Performance YTD

KID Institutional Share Class

Documentation