Equities

What is it?

The fund is aimed at clients with a medium risk profile who wish to access the North American market through a diversified portfolio of equities and fixed income.

• The investment objective is to provide exposure to the North American equity and debt markets, while also maintaining adequate diversification across different asset types and both public and private issuers.
• Equity exposure will range between 50% and 80% of the portfolio, primarily in North America, with a maximum of 30% invested in equities outside these markets.
• The remaining portfolio exposure will be invested in public and private fixed income, mainly from OECD issuers/markets.
• The maximum currency risk exposure will be 100%.
• The total exposure to emerging market issuers and markets will be capped at 20%.

Why invest?

• An opportunity to maximize returns on your North American investments through a team of experts who, via active management, will select the sectors, type of issuance, and asset allocation in equities and fixed income that best suit market conditions.
• The fund offers high availability of invested capital thanks to its daily liquidity.
• No minimum investment or holding period required.

Return/Risk

Key figures

• Launch date:
• Management fee:
• Assets (€):
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• Liquidity:
• Article SFDR: 6
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Documents