Description

This sub-fund primarily aims to closely mirror the performance of the MSCI USA SRI S-Series 5% Capped index, including all its market fluctuations. A crucial objective is to ensure that the tracking deviation between the fund's returns and the index's remains consistently below 1%. To optimize its management and accurately follow the index, the portfolio manager has the flexibility to choose between different index replication methods. The fund is committed to investing at least 51% of its total assets in equity securities at all times. Additionally, it will not allocate more than 10% of its net assets to units or shares issued by other collective investment schemes, including UCITS or UCIs.