DPAM B Balanced Low Strategy F Cap EUR

Objective: The objective of the sub-fund is to offer investors a moderate, medium-term capital gain by investing in equity securities and/or debt securities of issuers worldwide. This is an actively managed sub-fund. No benchmarks are used in the management of the sub-fund. Quantitative information from a broader market can be used for risk management and evaluation by the manager. The sub-fund promotes environmental and social aspects within the meaning of Article 8 of Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector. It does not have a sustainable investment objective. Investment policy: The sub-fund invests mainly, without any sector or geographical restriction, in funds that invest in bonds and equities (UCITS and/or other UCIs) and, on an ancillary basis, in other investment funds (UCITS and/or other UCIs). The sub-fund may also invest directly in shares, bonds or other debt securities up to a maximum of 20% of its net assets. The sub-fund aims to limit its (direct and indirect) investments in shares and other equity securities to approx. 50% of its net assets. The sub-fund invests at least 75% of its net assets in (i) funds which promote, inter alia, environmental or social characteristics and/or have a sustainable investment objective within the meaning of Regulation 2019/2088 (indirect investments), and/or (ii) securities which meet the environmental and social characteristics it promotes (direct investments). The sub-fund applies binding investment restrictions to (a) companies that do not comply with Global Standards, (b) companies involved in controversial activities, and (c) companies involved in controversies of maximum severity. More information on the product can be found on the manager's website https://www.funds.dpaminvestments.com/funds.html. The sub-fund manager will use DPAM funds and third party funds, selection of which is based on a qualitative analysis which concentrates on five points: investme

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No