CPR Invest Smart Trends A EUR

The Compartment's objective is to achieve a positive return in all types of market conditions over the recommended holding period (at least two years) through a discretionary and flexible management approach by exposing the Compartment to various international bond, money market and equity markets, either through direct investment or through investments in UCIs. The allocation of assets is built on the basis of the team's projections on the various markets and according to the level of risk presented by each asset class. To achieve this, the allocation is mainly made through an active selection of UCIs, and/or securities (bonds, money-market instruments, and equities). Investment vehicles incorporating an Environmental, Social and Governance approach will be preferred and will always represent a majority of the Compartment's net assets. The best-in-class approach does not exclude any sector of activity in principle. All economic sectors are therefore represented in this approach and the Compartment may therefore be exposed to some controversial sectors. The Compartment equity exposure will be between - 10% and 35% of its assets. The investment in equity will have a thematic focus by seeking to benefit from economic, social, demographic, technological, regulatory or environmental structural shifts such as Ageing population, Education, Climate Action, Food challenge, Well-Being and Lifestyles, Disruption... The interest rate modified duration of the Compartment will range from -3 to +8. The Compartment's exposure to instruments classed as 'Speculative Grade' shall not exceed 40% of its assets. The Compartment is invested up to 35% of its assets in equity funds or equities of any country without constraints of capitalisation. The Compartment is invested for at least 65% of its assets in bond and money market products of any country. Derivative instruments will be used for hedging, exposure purposes and efficient portfolio management. The Compartment is actively manag

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No