Anima Megatrend People I Cap EUR

Investment Objective: The objective of the Fund is to seek long-term capital appreciation. The Fund is actively managed in reference to its benchmark. The Manager has classified the Fund as promoting environmental and social characteristics under Article 8 of the Sustainable Finance Disclosure Regulation (EU) 2019/2088. Preference will be given to securities/instruments/indices that, in the Manager?s opinion, have a particular focus on environmental, social and corporate governance criterial (so-called ?Environmental, Social and corporate Governance factors? - ESG). To this end, the Manager uses a proprietary model to assess the positioning of issuers with respect to the above mentioned ESG criteria. This is a Fund investing primarily in international equities. The Fund invests mainly in equities related securities (including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs)) of issuers listed or traded on Recognised Exchanges in any country. Relating to equity securities, the Fund may have an exposure to listed companies in developed and emerging markets considered by the Manager to be best placed to grasp the benefits deriving from life expectancy increase, aging population, new consumer trends and sustainability. The Fund may invest up to 20% of its net asset assets in emerging markets, including Russia. There is no limit to currencies exposure by the Fund. The Fund may also invest up to 20% of its net assets in bank deposits. The Fund may enter into stock lending arrangements for efficient portfolio management purposes, and/or may use Financial Derivative Instruments for investment purposes. The Fund may use financial leverage to increase the amount invested in financial instruments to twice the value of the Fund?s net asset value. This means that if there are changes in the prices of the financial instruments the Fund could either gain or lose twice as much as it would gain or lose without using financial leverage. Benchmark: 100% MSCI

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No