BL American Small & Mid Caps B Cap $

Seeking a long-term capital gain. At least 80% of the sub-fund's net assets is invested in shares of small and mid-cap companies listed on the regulated markets of North America (particularly Canada and the United States). The balance may be invested in shares of companies with a larger market capitalisation. A maximum of 10% of the net assets may be invested in open-ended investment funds. The sub-fund may also use derivatives in order to hedge or optimise the portfolio's exposure. The investment manager integrates and promotes sustainability factors within his investment strategy by applying non-financial data to the issuer valuation model. \textit{Benchmark:} The portfolio is actively managed on a discretionary basis without reference to a benchmark.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No