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Generali Akcji Ekologicznych Europejski
Former
Generali Akcji Ekologicznych
Equity sub-fund
Portfolio risk:
interface.minPayment100 PLN
-
* The results obtained may be reduced by the front-load fees and the taxes due.
Fund Characteristics
Umbrella
Generali Fundusze SFIO
Min. investment horizon
5 years
Min. initial payment
100 PLN
Min. next payment
100 PLN
Investment Policy
- The sub-fund invests at least 70% of assets into the shares of the Sycomore Europe Eco Solutions sub-fund which is separated as part of the foreign sub-fund called Sycomore Fund SICAV; the investment spectrum of that sub-fund focuses on investing into listed European companies whose business models support environment transformation in the following areas: renewable energy, efficient energy use and electrification, mobility, natural resources, renovation and construction, circular economy, food and ecosystem services.
- The source sub-fund excludes companies that destroy biodiversity, add to the global warming or have low ESG ratings.
- Striving to hedge against the FX risk.
The sub-fund also has the possibility of investing funds in other investment categories than the ones defined above. A full description of the investment policy is set out in the Fund’s articles of association which are available at www.generali-investments.pl, tab: Documents.
On November 9, 2023, the name of the sub-fund changed. Old name of the sub-fund – Generali Akcji Ekologicznych.
Investor profile
The sub-fund is addressed to investors who:
● are interested in investing in environmentally-friendly solutions,
● want to benefit from the green revolution,
● accept high investment risk,
● whose investment horizon is at least 5 years.
Subfund manager
Adam Woźny, Michał Milewski
Inception date
2021-06-30
Max. front-load fee
5%
Max. management fee
2%
Bank account number
PL 15 1880 0009 0000 0013 0162 8000
Currently charged management fee
2%
Useful materials
