DP PATRIMONIAL – Strategy Medium Low - D2-EUR/  LU2475466004  /

Fonds
NAV15/05/2024 Var.+0.6600 Type of yield Focus sugli investimenti Società d'investimento
111.8900EUR +0.59% paying dividend Mixed Fund Worldwide Degroof Petercam AS 

Investment strategy

Objective(s): To increase the value of your investment over the medium term. Under normal market conditions, the sub-fund invests (in)directly via other funds in a portfolio of equities, bonds and money market instruments that are composed in such a way as to correspond to a moderate to medium risk level. The sub-fund has no geographic, sectoral or currency limits. It may use derivatives to hedge against market fluctuations, reduce costs or even generate additional revenue. Investment process: Within the framework of active management of the sub-fund, the manager uses macroeconomic and market analysis to allocate assets flexibly between different asset classes, sectors and countries. ESG approach The manager integrates environmental, social and governance (ESG) criteria such as carbon footprint, natural resource use, working conditions and corporate governance. It favors companies with a high ESG profile ("best-in-class" approach) and excludes companies that do not comply with international standards, as well as companies with significant exposure to socially or environmentally harmful sectors such as thermal coal and tobacco.
 

Investment goal

Objective(s): To increase the value of your investment over the medium term.
 

Dati master

Type of yield: paying dividend
Fondi Categoria: Mixed Fund
Region: Worldwide
Settore: Mixed fund/flexible
Benchmark: -
Business year start: 01/04
Ultima distribuzione: -
Banca depositaria: Banque Degroof Petercam Luxembourg S.A.
Domicilio del fondo: Luxembourg
Permesso di distribuzione: Switzerland
Gestore del fondo: -
Volume del fondo: 82.63 mill.  EUR
Data di lancio: 28/10/2022
Investment focus: -

Condizioni

Sovrapprezzo emissione: 0.00%
Tassa amministrativa massima: 0.55%
Investimento minimo: - EUR
Deposit fees: 0.05%
Redemption charge: 0.00%
Prospetto semplificato: -
 

Società d'investimento

Funds company: Degroof Petercam AS
Indirizzo: 12 Rue Eugène Ruppert, 2453, Luxembourg
Paese: Luxembourg
Internet: www.degroofpetercam.com
 

Attività

Mutual Funds
 
100.00%

Paesi

Global
 
100.00%