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