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