The implemented strategy aims at increasing the value of a portfolio of US equities, issued primarily by socially responsible companies, over the medium term using a systematic security selection approach combining several factor styles. At all times, this sub-fund invests at least 75% of its assets in equities and/or equity equivalent securities issued by companies that the management team considers to be under-valued as compared to the market on the purchase date and that have their registered office or conduct the majority of their business activities in the United States of America. The remaining portion, namely a maximum of 25% of its assets, may be invested in other equities, debt securities, money market instruments and provided that investments in debt securities of any kind do not exceed 15% of its assets, and up to 10% of its assets may be invested in UCITS or UCIs.
Fondbolag: BNP Paribas Asset Management Luxembourg
Telefon: +352 2646 3017
Adress: 10 rue Edward Steichen
Postadress: L-2540 Hesperange
Land: Luxembourg
Wadii El Moujil
Förvaltat fonden sedan 2017-09-18
Laurent Lagarde
Förvaltat fonden sedan 2018-06-01
Henri Fournier
Förvaltat fonden sedan 2024-02-12