A Sub-Fund invested in equity and equity related securities (including, but not limited to, warrants) issued by companies incorporated or exercising a prominent part of their business activities in the US, as well as any companies which are contained in the major US equity indices. The investment approach applied by the Investment Manager to select securities will be based on proprietary responsible criteria which includes social, environmental, ethical and/or corporate governance factors. The Investment Manager may implement qualitative and/or systematic strategies, including risk-based allocation methodologies to select equity securities and allocate capital across sectors. The Sub-Fund may (i) in normal market conditions, hold on a temporary and ancillary basis up to 15% of its net assets in Cash and Cash Equivalents (including short-term ABS/MBS which may represent up to 10% of investments in Cash and Cash Equivalents) and (ii) hold up to 10% of its net assets in UCIs.
Información sobre el fondo de inversión LO Funds US Responsible Equity Enh
Entre los fondos de la categoría RV USA Cap. Grande Blend