Name: BEST OF SRI BALANCED
Name: BEST OF SRI BONDS
Inv. Manager: FIA Asset Management S.A.
Strategy: The main objective of these Sub-Funds is to generate a capital appreciation (Balanced)/ maintain the real value of the assets (Bonds) over the medium to long term by investing its assets only in shares/units of UCITS and other UCIs that take in consideration environmental, social and governance criteria (ESG) within their investment policy or portfolio management processes.
Average portfolio breakdown:
Best of SRI Balanced: 50% shares of funds investing in equity and 50% shares of funds investing in bonds.
Best of SRI Bonds: 100% shares of funds investing in bonds.
Geographical Area: Europe
Asset Class: Funds of funds