The sub-fund aims to provide long-term total return by investing in a portfolio of equities of companies seeking a lower carbon footprint than its reference benchmark (the MSCI World Net Index). The sub-fund invests in normal market conditions a minimum of 90% of its net assets in equities and equity equivalent securities of companies which are domiciled in, based in, carry out the larger part of their business activities in, or are listed on a Regulated Market in, developed markets. The sub-fund aims for lower exposure to carbon intensive businesses through portfolio construction. The sub-fund uses a multi-factor investment process, based on five factors (value, quality, momentum, low risk and size), to identify and rank the most attractive stocks in its investment universe with the aim of maximizing the portfolio’s risk adjusted return.
Rentabilidad a 3 años frente al resto de fondos de la categoría RV Global Cap. Grande Blend
- Frente a la categoría
- Frente a la gestora
Entradas y salidas de dinero mensuales.