Kyron Global Equity ESG

Kyron UCITS Sicav è un fondo di investimento collettivo a capitale variabile con sede in Lussemburgo. Il fondo è gestito da AISM ed è dedicato sia ad investitori Istituzionali che Retail. La SICAV ha cinque comparti: il Fixed Income Fund, l'Equity Absolute Return Fund, il Global Corporate ESG Bond, il Global Equity ESG Fund ed il Global Smart Trend Fund.

L'obiettivo del Comparto è quello di offrire agli investitori rendimenti tipici di un portafoglio azionario globale nell'arco di un ciclo economico, investendo in azioni e integrando considerazioni ambientali, sociali e di governance ("ESG"), mantenendo la volatilità in linea con la media a lungo termine della classe di attività.

Si applicano le seguenti linee guida:

- Investire almeno il 60% del patrimonio netto in Large Cap. e non più del 40% in Mid Cap.

- Almeno il 70% del patrimonio netto investito in titoli nordamericani.

- Gli investimenti target saranno principalmente denominati in USD ed EUR.

- Il punteggio ESG corrisponde a un punteggio tra il migliore (AAA) e il peggiore (CCC). il rating medio ESG degli investimenti sarà BBB o superiore.

- Escludere le società coinvolte in profonde controversie ESG, con l'obiettivo di investire la maggior parte delle attività in società con controversie minori o moderate.

- Utilizzare derivati a fini di copertura e investimento, con una leva massima del 30% del patrimonio netto.

 

 

ISIN

LU2125127964

Struttura

UCITS

Valuta

USD

Data di lancio

06/05/2020

Management fees

1%

Performance fees

10% di performance superiore al 5% del HWM

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