As of 05/08/2022 | |||||||
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YTD | 2021 | 2020 | 2019 | 2018 | 2017 | NAV | Fund AUM |
-6.69% | 4.76% | 4.18% | - | - | - | 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.
Risk level
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Notation - August 2022

Responsible Investing with Multi-Asset Sustainable Future
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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.
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Defining the asset allocation weights based on the macro backdrop
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Negative screening of countries/companies based on our ethical values
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Positive screening to identify the best ESG rated issuers/stocks
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Seeking fundamentally sound companies with a positive impact based on our ESG criteria