ISIN: LU1941682178 - Balanced
As of 05/08/2022
1,050.25 EUR 1,602.69M EUR

Investing Today for a Better Tomorrow

A conservative ESG portfolio aiming to deliver sustainable and attractive returns through an active multi-asset approach.

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Notation - August 2022
© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Responsible Investing with Multi-Asset Sustainable Future

Conservative Profile

Seeking capital growth with a balanced and conservative mind-set (5-7% volatility)*

Diversified investing across a broad range of assets.                           

Responsible Investing is in our DNA

We believe responsible institutions perform better in the long run while having a positive impact.

Our high conviction approach aims to uncover compelling investment ideas that tackle global challenges. 

Stable and Experienced team

Built on experience developed over 30+ years.                                                   

*The internal guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the portfolio’s investments. These guidelines are subject to change and should not be relied upon as a long term view of the portfolio’s exposures, limitations and/or risks. Diversification does not guarantee a profit or protect against a loss.

More Responsible Investing Solutions


    Defining the asset allocation weights based on the macro backdrop     


    Negative screening of countries/companies based on our ethical values


    Positive screening to identify the best ESG rated issuers/stocks


    Seeking fundamentally sound companies with a positive impact based on our ESG criteria

Detailed product information