Description

The fund's primary objective is to closely mirror the performance, including daily fluctuations, of the MSCI USA SRI S-Series 5% Capped index, targeting a tracking error of less than 1% against its benchmark. To ensure efficient portfolio management, the manager retains the flexibility to employ either of two distinct index replication methodologies. A minimum of 51% of the fund's assets will consistently be invested in equity securities. Furthermore, the fund restricts its allocation to shares or units issued by other UCITS or collective investment undertakings to a maximum of 10% of its net assets.