CPR Invest Global Lifestyles I $

The Compartment's objective is to outperform the MSCI World Net Return Index (denominated in the currency of each relevant Share Class) over the recommended holding period (at least five years) by investing in international equities capturing the consumer trends driven by demographic shifts, societal changes and digitisation of the economy. The investment strategy selects companies benefiting from long term consumer trends organised around four dimensions:digital consumption, daily life consumption, entertainment and premium consumption. The Compartment equity exposure will be between 75% and 120% of its assets. The Compartment is invested for at least 75% of its assets in equity and equity equivalent securities of any country without constraints of capitalisation. Among this proportion of 75% of its assets, the Compartment may invest in China A shares via Stock Connect within a maximum of 25% of its assets. Derivatives instruments may be used by the Compartment for hedging, exposure purposes and/or efficient portfolio management. The Compartment is actively managed and seeks to outperform the Benchmark. The Compartment is mostly exposed to the issuers of the Benchmark, however, the management of the Compartment is discretionary, and will be exposed to issuers not included in the Benchmark. The Compartment monitors risk exposure in relation to the Benchmark however the extent of deviation from the Benchmark is expected to be significant. The Compartment is a financial product that promotes ESG characteristics pursuant to Article 8 of the Disclosure Regulation. The Compartment integrates Sustainability Factors in its investment process as outlined in more detail in section 4.9 "Overview of the Responsible Investment Policy" of the Prospectus.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No