OSTRUM TOTAL RETURN CONSERVATIVE I/A (EUR) |
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Ostrum Total Return Conservative I/A (EUR) |
1,77 |
4,42 |
10,87 |
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The investment objective of Ostrum SRI Total Return Conservative (the "Sub-Fund") is to outperform the daily-capitalized €STR over its recommended minimum investment period of 3 years by more than 3.50% with a target 1-year volatility based on weekly data comprised between 3% and 5%.
The Sub-Fund promotes environmental or social characteristics but does not have as its objective a sustainable investment. For further information regarding the environmental or social characteristics promoted by the Sub-Fund, please refer to the SFDR Annex. The investment strategy of the Sub-Fund consists in a dynamic allocation of assets across multiple asset classes (international equities, bonds, money market instruments including emerging markets) with a target annualized weekly volatility ranging from 3% to 5%. The Portfolio construction combines non-financial criteria through investment choices that are primarily guided by the application of ESG criteria and financial considerations - performance and volatility targets - through dynamic exposure management. |
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DAX | 23.879,58 | 92,13 | 0,39% |
TecDax | 3.871,06 | -1,35 | -0,03% |
MDAX | 30.451,78 | 170,87 | 0,56% |
Dow Jones (EOD) | 44.828,53 | 344,11 | 0,77% |
Nasdaq 100 | 22.866,97 | 225,09 | 0,99% |
S & P 500 (EOD) | 6.279,35 | 51,93 | 0,83% |
SMI | 11.972,41 | -5,95 | -0,05% |
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EUR/US$ | 1,1726 | -0,01 | -0,42% |
EUR/Yen | 170,5187 | 0,30 | 0,18% |
EUR/CHF | 0,9348 | -0,00 | -0,08% |
EUR/Brit. Pfund | 0,8636 | 0,00 | 0,08% |
Yen/US$ | 0,0069 | 0,00 | -0,64% |
CHF/US$ | 1,2544 | -0,00 | -0,38% |
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baha Brent Indication | 68,71 | 0,13 | 0,19% |
Gold | 3.333,94 | 1,30 | 0,04% |
Silber | 36,89 | -0,03 | -0,08% |
Platin | 1.368,32 | -29,28 | -2,10% |
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