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

Fonds
NAV6/4/2024 Chg.-0.0700 Type of yield Investment Focus Investment company
111.1200EUR -0.06% 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.
 

Master data

Type of yield: paying dividend
Funds Category: Mixed Fund
Region: Worldwide
Branch: Mixed fund/flexible
Benchmark: -
Business year start: 4/1
Last Distribution: -
Depository bank: Banque Degroof Petercam Luxembourg S.A.
Fund domicile: Luxembourg
Distribution permission: Switzerland
Fund manager: -
Fund volume: 83.75 mill.  EUR
Launch date: 10/28/2022
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 0.55%
Minimum investment: - EUR
Deposit fees: 0.05%
Redemption charge: 0.00%
Key Investor Information: -
 

Investment company

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

Assets

Mutual Funds
 
100.00%

Countries

Global
 
100.00%