Eurizon Fund - Sustainable Global Equity
Eurizon Fund - Sustainable Global Equity: strengths
Choosing Eurizon Fund - Sustainable Global Equity
Who is the sub-fund addressed?The sub-fund - actively managed - is addressed to investors with a high risk profile, that intend to diversify their portfolio by investing in international stocks of sustainable issuers. The objective is to increase the value of your investment over time and to outperform global developed equity markets (as measured by the benchmark), while focusing on environmental, social and governance (ESG) factors. The sub-fund’s aims to achieve over time higher return than its benchmark, the MSCI World 100% Hedged to EUR Index® (total net return), a measure of performance of companies in developed markets that does not take into account ESG criteria. For designing the portfolio, measuring performance and carbon dioxide (CO2) emissions and calculating performance fee.
No guarantee is offered of this objective being achieved.
ESG factorsEnvironmental, Social, and Governance (ESG) factors assess the social and environmental impact of the issuing company, for instance:
• Reduction of carbon emissions
• Support to investments in safety, or research and development
• Reduction of water waste
• Clean technology
Risk ProfileRisk/return rating of 6, on a scale from 1 to 7. The Fund is subject to a high to very high volatility.
Risks typically associated with ordinary market conditions:
• Benchmark orientation
• Convertible bonds
• Investment fund
• Sustainable investing
Risks typically associated with unusual market conditions or other unpredictable events:
• Counterparty and collateral
• Standard practices
Investors must read the latest version of the prospectus and the Key Investor Information Documents (KIIDs) before making any investment decision.