It is an equity fund.
Although it is authorized to invest in all types of companies, the investment is mainly focused on companies with high capitalization, high solvency and liquidity in the markets belonging to the Euro Zone.
Under normal conditions, exposure to equities will exceed 75%. Spot investments are complemented by derivative positions. Exposure to currencies other than the Euro will not exceed 30% of assets, although such exposure will not normally exist.
The Fund has a Class A unit class intended for the general public and a Class C unit class intended for unitholders subscribing to units under a Discretionary Portfolio Management or independent advisory contract, as well as other CIIs of the Management Company’s group.
* The performance shown is net of commissions.
On 09/07/2017 modified essential elements of its investment policy.
