BALANCED

Best of SRI Balanced

 

Both SELECTRA Best of SRI Balanced and SELECTRA Best of SRI Bonds funds are present on SELECTRA Investments Sicav platform. They are always fully invested and do not make use of any financial leverage or derivatives.
Since May 2018, SELECTRA Best of SRI Balanced fund is listed on Luxembourg Green Exchange, the first global green exchange promoted by Luxembourg Stock Exchange. Discover the dedicated section on LGX.

 

Fund objective and investment policy

 

The main objective of this Sub-Fund is to generate a capital appreciation over the medium to long term by investing its assets only in shares/units of UCITS and other UCIs (the ‘’Target Funds’’) that take in consideration environmental, social and governance criteria (ESG) within their investment policy or portfolio management processes. Thus, the Sub-fund is a fund of funds. The Sub-Fund may invest up to 50% of its assets in Target Funds which primarily invest in debt and debt-related instruments and up to 50% of its assets in Target Funds which primarily invest in equity related investments. The Sub-Fund may hold, on a temporary basis, up to 100% of its assets in cash or Money Market Instruments.

 

Fund performance

 

JanFebMarAprMayJunJulAugSepOctNovDecYear
20180,35%-1,80%-2,07%0,53%0,12%-3,57%
20173,62%2,29%0,92%1,75%0,88%-0,83%0,84%0,53%0,41%2,48%-0,30%-0,04%10,00%
2016-0,65%1,21%0,53%0,85%0,30%-0,82%3,87%1,00%-0,01%2,52%-1,52%2,82%10,11%
20155,53%1,34%3,16%2,40%-1,57%-3,81%-1,30%-2,73%-0,73%2,05%0,59%-1,64%3,28%
20141,39%-2,15%0,77%-0,39%2,54%1,31%1,40%1,34%-0,79%-1,46%3,75%1,14%8,84%

 

Legal documents

 

KIIDs and Factsheets

Prospectus and other legal documents