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The sub-fund invests at least 50% of its assets in shares, directly or indirectly. The focus is on companies from different regions in the euro area. If the manager believes that shares from other regions – throughout the world – have better prospects, he may decide to include these shares in the portfolio. However, 50% of the equities component must be invested in euro-area shares at all times. The manager ensures that there is an adequate spread among shares in the equities portfolio. To ensure this, at least 40 different shares will be included and no share may ever account for more than 4% of the assets. Based on factors such as the economic and financial outlook, the manager may decide to invest some of the assets in deposits and short-term debt instruments temporarily. These investments are limited to a maximum 25% of the assets.
Name | Title | Since | Until |
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Not Disclosed | - | 2011 | Now |
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