Best of SRI

 

BEST OF SRI

 

Name: BEST OF SRI BALANCED

 

Name: BEST OF SRI BONDS

 

Inception: 01/06/2017

 

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

Info: www.bestsri.com