FondsCS(Lux)Digital Health Equity EBH EURPerformances du fondsDétail du fondsProfil de risque établi par l'Autorité des Marchés Financiers.Valorisation
1 186.16 €
Date de valeur : 06/12/2024
Présentation et objectifs du fondsThe Sub-fund invests predominantly in equities and equity-type securities of issuers engaged in the "Digital Health" industry worldwide. The Sub-fund promotes environmental, social and governance (ESG) characteristics (within the meaning of Article 8 of Regulation (EU) 2019/2088) through a combination of exclusions, ESG integration and active ownership. The most material ESG factors are combined with traditional financial analysis to make an ESG adjusted risk-return assessment, which serves as the basis for the portfolio construction. This Sub-fund is actively managed and aims to outperform the return of the MSCI World ESG Leaders (NR) benchmark, which is used as a reference point for portfolio construction, as a basis for setting risk constraints, to attain the desired environmental and social characteristics and/or for Performance Fee measurement purposes. The majority of the Sub-fund's equity securities will not necessarily be components of or have weightings derived from the benchmark. The Investment Manager will use its discretion to significantly deviate the weighting of certain components of the benchmark and to significantly invest in companies or sectors not included in the benchmark in order to take advantage of specific investment opportunities. It is thus expected that the performance of the Sub-fund will significantly deviate from the benchmark. The Sub-fund uses derivatives to reduce the impact of changes in currency exchange rates on the performance for this Share Class. The investor can buy or sell shares of the Sub-fund on a daily basis, as further defined in the prospectus. This Share Class does not make distributions. The Sub-fund shall bear the costs of standard brokerage and bank charges incurred by the Sub-fund through securities transactions in relation to the portfolio. |