Ostrum SRI Total Return Conservative R/A (EUR)

Strategie

The Sub-Fund promotes environmental or social characteristics but does not have as its objective a sustainable investment. For further information regarding the environmental or social characteristics promoted by the Sub-Fund, please refer to the SFDR Annex. The investment strategy of the Sub-Fund consists in a dynamic allocation of assets across multiple asset classes (international equities, bonds, money market instruments including emerging markets) with a target annualized weekly volatility ranging from 3% to 5%. The Portfolio construction combines non-financial criteria through investment choices that are primarily guided by the application of ESG criteria and financial considerations - performance and volatility targets - through dynamic exposure management.

Ziel

The investment objective of Ostrum SRI Total Return Conservative (the "Sub-Fund") is to outperform the daily-capitalized €STR over its recommended minimum investment period of 3 years by more than 3.50% with a target 1-year volatility based on weekly data comprised between 3% and 5%.