The investment objective is to outperform the ESTER index +3% (capitalised), net of fees, on an annual basis. The Sub-fund does not have a benchmark. Given the Fund’s discretionary management style, its management is not linked to any index.The fund may be invested up to 100% in debt securities. These securities will be issued by issuers whose registered office is located in an OECD country up to a minimum of 70%. The Sub-Fund may only invest in instruments issued by entities rated at least B.The Fund is a financial product that promotes environmental and social characteristics as defined in Article 8 (1) of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial services sector (“SFDR”). The ESG (Environmental and/or Social and/or Governance) approach is based on ODDO BHF AM's proprietary model.
* The summary risk indicator (SRI) is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the market or because we are not able to pay you. It ranges from 1 (low risk) to 7 (high risk). This indicator is not constant and will change according to the fund's risk profile. The lowest category does not mean risk-free. Historical data, such as that used to calculate the SRI, may not be a reliable indication of the fund's future risk profile. There is no guarantee that the investment objectives in terms of risk will be achieved.
Investors are reminded that past performance is not a reliable indication of future returns and is not constant over time.
Annual performances (rolling 12 months)
Calendar performance of the fund
Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past.
This chart shows the fund’s performance as the percentage loss or gain per year over the last years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark.
Performance is shown after deduction of ongoing charges. Any entry and exit charges are excluded from the calculation.