KIS - Innovation Trends P-EUR

Investment objective This product aims at capital appreciation and outperforming the Benchmark by investing, with a growth approach, in listed equities issued by international companies. Investment policies At least 80% of its net assets will be invested in international equities with the aim of exploiting the long-term economic and social trends, such as disruptive technologies, i.e., technologies that will likely significantly influence consumer and social behaviour, as well as demographic and climate change. The impact of innovations is not limited to the technological sector but may find a multi-sector application. The Sub-Fund promotes environmental and social characteristics. The sectors in which such companies operate shall include, but might not be limited to, financial, health, industrial, consumer goods and energy sectors, guaranteeing companies an improvement of efficiency and in the consequent supply of products and services. Sector allocation may significantly vary between periods. The remaining part of the portfolio may be invested up to 20% of the Sub-Fund's net assets in equities issued by issuers in Emerging Markets and may be denominated in the currencies of such markets. The Sub-Fund may also invest up to 20% of the Sub-Fund's net assets in investment grade obligations issued by OECD sovereign states and supranational entities for liquidity management purposes. On an ancillary basis (i.e. less than 10% of its net assets), the portfolio may be invested in international equities other than those referred to in the preceding paragraph. The derivatives used shall include both listed and over-the-counter derivatives and may be denominated in US Dollars or in any other currency. Such instruments shall include, but may not be limited to, futures and options on indices or on single stocks. The Sub-Fund will enter into CFDs/Total Return Swaps on single securities or on indices on a continuous basis with the aim of taking long or short positions and on a te

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No