The fund promotes environmental and social characteristics, aiming that the issuers in which it invests directly or indirectly to implement good governance practices. It neither has an objective of durable investments nor it aims to have a minimum proportion of durable investments, according to BRD representatives.
The fund’s investments are mostly carried out on the glocal stock markets such as the Unites States, Europe and Japan. The fund carries out investments especially through ETF (exchange traded fund) -type tradable instruments.
The fund’s strategic allocation is 75% in stocks or ETF with exposure on the global stock markets or funds that invest mostly in stocks and 25% in other assets, such as deposits and fixed-income financial instruments, as well as other financial instruments allowed by the valid legislation. Through its investments, the fund aims to provide customers with high liquidity and diversification.
Environmental, social and governance factors (ESG) are used to evaluate a company or investment’s sustainability. ESG investing is a form of sustainable investing that considers environmental, social and governance factors to judge an investment’s financial returns and its overall impact.