Κλίμακα Ρίσκου / Απόδοσης
|
Χαμηλότερο Ρίσκο
Πιθανότητα Χαμηλότερης Απόδοσης |
Υψηλότερο Ρίσκο
Προοπτική Υψηλότερης Απόδοσης |
|
|
Στοχευόμενη Απόδοση |
CPI+1% |
|
Στοχευόμενος Κίνδυνος |
0.5%-5% |
|
Επενδυτικός Ορίζοντας |
5-10 years |
|
Νόμισμα Αναφοράς |
EUR |
|
Διαχειριστής |
LifeGoals Financial Services Ltd. |
Επενδυτική Φιλοσοφία
The Conservative ESG Portfolio seeks to achieve its investment objective through investing in a globally diversified multi-asset portfolio with positive environmental, social and governance characteristics. The manager targets to construct a portfolio with a strong emphasis on capital preservation and optimal risk-adjusted returns. To achieve the investment objective of the portfolio, the manager applies rigorous business involvement screening on factors such as fossil fuels, alcohol, gambling, firearms, controversial weapons, and tobacco. Extensive diversification is achieved through the use of index-tracking, liquid ETFs, selected and monitored through a meticulous evaluation and rebalancing process. The manager dynamically assesses the risk/return characteristics of the main asset classes, considering current valuations, expected returns and major long-term themes driving investment markets. As part of monitoring, the portfolios are evaluated on their ESMA risk scales and are adjusted accordingly to always match their intended level of risk.