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Generali Vision Responsable Balanced

ISR
SFDR
Art.
8
1
SRI risk profile
4
1
Addresses environmental and/or social challenges
NAV as of 10.30.2024
108.02
YTD performance
+6.3 %
Asset class
Flexible
Region
Global
Market capitalisation size
All caps
SRI labels
No
ISIN code
FR0014004EH3
Inception date
October 1, 2022
Risk of capital loss
Yes
The labels were created to help investors identify sustainable and responsible products. They are designed as a guide for investors but guarantee neither the capital invested, nor the quality of the investment process applied to the funds. For a summary of investor rights and directives relating to individual or collective action, we recommend you read the fund's prospectus and the key investor information document, as well as our Complaints Handling policy. Sycomore AM Sycomore AM may choose to discontinue the marketing of its UCITs in compliance with article 93b of 2009/65/EC directive and article 32b of directive 2011/61/UE.
Generali Vision Responsable Balanced R
108.02
Generali Vision Responsable Balanced R
Past performance is no guide to future returns. The fund offers no performance or yield guarantees and carries a risk of capital loss. For a summary of investor rights and directives relating to individual or collective action, we recommend you read the fund's prospectus and the key investor information document, as well as our Complaints Handling policy. Sycomore AM may choose to discontinue the marketing of its UCITs in compliance with article 93b of 2009/65/EC directive and article 32b of directive 2011/61/UE.

Performance as of 10.30.2024

Period
Funds
Benchmark
Period
October 2024
Funds
0.33%
Benchmark
Period
2024
Funds
6.3%
Benchmark
Period
1 year
Funds
14.84%
Benchmark
Period
Inception
Funds
8.02%
Benchmark
Period
Annualised
Funds
3.37%
Benchmark

Characteristics

Classification

Subscriptions & redemptions

Management fees

Risk indicator

1
2
3
4
5
6
7
Lower risk
Higher risk
The synthetic risk indicator gives an indication of the level of risk of this product compared to others. It shows how likely it is that this product will suffer losses if the markets fluctuate or if we are unable to pay you.

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