Equity Euro Zone
- Fund
- Equity
- Europe
- ESG Product
- Multi-Factor
Product details
NAV Price
Current
Performance
Since 1 Year
Data updated on 30 May 2025
Strategy
The fund employs a systematic investment process based on the analysis of the risk factor to invest in equities of major listed companies in the European Monetary Union. The environmental, social and governance (ESG) criteria are systematically taken into account in the investment process and when selecting companies.
Management commentary
Performance in line with its reference index. The sector allocation compensated for the stock selection. The sector impacting the most negatively on the fund’s performance (–84 bps on average) was financials, while industrials, health, information technology and energy corrected this underperformance to the same extent. Of the risk premiums, although positive, only the “low beta” premium posted a relative underperformance over the period.
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