CT (Lux) Sustainable Multi-Asset Income R Cap EUR

The objective of the Fund is to achieve capital growth and income through sustainable investments, while maintaining long-term value. The Fund invests in companies which meet high sustainability standards. The Manager seeks to (1) avoid investments that are contrary to the goals of making positive contributions to society and/or the environment; (2) invest in companies that provide sustainable solutions or that make positive contributions to society and/or the environment; and (3) improve companies through active investor engagement, leading to reduced risk, improved performance, best practices and, overall, long-term investor value. The Fund invests in a mix of traditional and alternative assets. The Fund will invest a majority of its assets in equities and debt securities (which are similar to a loan and pay a fixed or variable interest rate), including investment grade and below investment grade debt securities. The Fund may also invest in derivatives (Derivatives are sophisticated investment instruments linked to the rise and fall of the value of other assets) with the aim of enhancing performance by gaining exposure to alternative sources of return, controlling risk and hedging. The Fund is actively managed in reference to the 1mth Euribor Index, which provides a suitable comparator benchmark against which Fund performance will be measured and evaluated over time. The fund manager has discretion to select investments with weightings different to the index, and that are not in the index, and the Fund may display significant divergence from the index. There is no minimum holding period for this Fund. However, it may not be appropriate for investors who plan to withdraw their money in under 5 years.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No