CPR Croissance Réactive P Cap EUR

By subscribing to CPR Croissance Re'active, you are investing in a global diversified portfolio that combines several asset classes with each other: equities (including small caps), interest rates, credit (including 'Speculative Grade' category securities, i.e. ratings below or equal to BB+ [Source S&P/Fitch] or Ba1 [Source Moody's] or deemed equivalent according to the Management Company's criteria), monetary investments, foreign exchange, commodities (excluding agricultural), alternative strategies covering all geographical areas (including emerging countries). It is actively managed. The Fund may alternate between a bond-dominant and equity-dominant profile. It will mainly be invested in UCIs. The management objective is to achieve an annualised performance, net of charges, over the medium term (minimum of 4 years) of 3.50% over the capitalised €STR index with a maximum expected volatility of 15%. To achieve this, the management team determines an allocation between equities, bonds and money market instruments that can deviate from the index proportions while respecting the maximum volatility. It then performs a geographic and/or thematic allocation and selects the corresponding supports. These decisions are made based on market, financial data and risk expectations. The Fund may also be invested in direct securities or use derivatives to build up exposure synthetically, to supplement or hedge the Fund's exposure to a given asset class. Up to 100% of the portfolio's net assets can be invested in UCIs. However, this limit could be temporarily exceeded in simultaneous investment and disinvestment transactions in UCIs due to applicable settlement and delivery deadlines. The equity exposure will range from 0% to 80% of the portfolio's total assets. The share of investments in interest-rate and money market products (including via UCIs) will be between 20% and 80% of the Fund's total assets. To assess risk and credit class, the Management Company relies on its teams a

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No