Eurizon Capital Mutual Funds

Balanced (Prudent)

Manager Selection Fund - MS 10

This mixed fund is suitable for moderately experienced investors seeking to achieve attractive returns by investing in debt securities and equities, with the equity component representing between 5% and 15% of the fund’s net assets This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• mixed fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 3 years

Dokumenty

Manager Selection Fund - MS 20

This mixed fund is suitable for moderately experienced investors seeking to achieve attractive returns by investing in debt securities and equities, with the equity component representing between 10% and 30% of the fund’s net assets This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• mixed fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 4 years

Dokumenty

Manager Selection Fund - MS 40

This mixed fund is suitable for more experienced investors seeking to achieve attractive returns by investing in debt securities and equities, with the equity component representing between 30% and 50% of the fund’s net assets. The fund has been awarded a 3-star rating by Morningstar. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• mixed fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 5 years

Dokumenty

Manager Selection Fund - MS 70

This mixed fund is suitable for more experienced investors seeking to achieve attractive returns by investing in debt securities and equities, with the equity component representing between 55% and 85% of the fund’s net assets. The fund has been awarded a 4-star rating by Morningstar. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• mixed fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Flexible Equity Strategy

The fund is suitable for more experienced investors seeking to allocate a portion of their assets to European and U.S. equities, as well as to debt securities. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• mixed fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 7 years

Dokumenty

EF Bond Inflation Linked

This fund invests in high-rated government bonds, the performance of which is linked to the development of the European inflation index. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• bond fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 4 years

Dokumenty

EF Bond Emerging Market

The fund is suitable for clients looking to invest in bonds issued by governments and private companies in emerging markets. An attractive feature of the fund is the dividend, which is paid out on a semi-annual basis. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• bond fund
• reference currency: EUR
• low to medium risk level
• investment horizon of at least 4 years
• exclusively for Magnifica clients

Dokumenty

Eurizon Fund II Euro Bond

This bond fund, awarded a 4-star rating by the renowned rating agency Morningstar, invests in bonds issued by public authorities in any country, denominated in EUR. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• bond fund
• reference currency: EUR
• low risk level
• recommended investment horizon at least 4 years

Dokumenty

EF Absolute Green Bonds

The objective of this fund is to invest in bonds issued to finance projects that are climate- and environmentally friendly, such as renewable energy, biodiversity conservation and sustainable construction (green bonds). This bond fund is suitable for more conservative investors who prefer lower-risk investments and aim to achieve returns over a medium-term time horizon. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

The fund received two awards, ESG Champions 2022 and ESG Investing Awards 2022, for Best Green Bond Fund. Further information is available in the document Eurizon Fund - Absolute Green Bonds The palmarès [PDF, 1.46 MB].

Characteristics:

• bond fund
• reference currency: EUR
• low to medium risk level
• recommended investment horizon at least 3 years

Dokumenty

Ambitious (Dynamic)

EF Equity World Smart Volatility

A suitable solution for investors seeking to benefit over the long term from the growth of equities of companies operating in developed financial markets, primarily in the United States, Europe or Australia. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Equity Emerging Markets Smart Volatility

A suitable solution for investors seeking to benefit over the long term from the growth of equities of companies operating in emerging financial markets, particularly in China, Korea, Taiwan and India. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Sustainable Global Equity

The fund is suitable for investors who wish to invest their available cash in high-quality global equities over a longer time horizon. It primarily invests in equities of companies listed on US stock exchanges, taking into account environmental, social, and governance (ESG) factors when selecting stocks. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Equity Innovation

This equity fund primarily invests in companies focused on technological innovation and themes related to robotics, artificial intelligence, e-commerce, and new communication technologies. It follows ESG criteria, meaning it includes only companies that prioritize social responsibility and environmentally sustainable practices in their business operations. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium to high risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Equity People

This equity fund is designed for more experienced clients and invests in companies whose business activities adapt to demographic changes, such as population aging, unhealthy diets, and the growing impact of technology on everyday life. Another fund in our offering that follows socially responsible and sustainable ESG principles. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium to high risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Equity Planet

This equity fund is designed for more experienced clients who consider planetary protection themes in their investments, such as mitigating climate change impact, energy efficiency, sustainable agriculture, as well as water and waste management. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium to high risk level
• recommended investment horizon at least 5 years

Dokumenty

EF Equity China A

An excellent opportunity to diversify a portfolio for clients who see potential in the rapidly growing Chinese economy. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium to high risk level
• recommended investment horizon: at least 5 years
• exclusive for Magnifica clients

Dokumenty

EF Top US Research

Suitable for clients who wish to grow their money by investing in global companies included in US equity indices. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium to high risk level
• recommended investment horizon: at least 5 years
• exclusive for Magnifica clients

Dokumenty

EF Top European Research

The fund is intended for investors who prefer sustainable investing and are seeking exposure to regional equity markets. The fund typically invests at least 70% of its total net assets in equity or equity-related instruments, including convertible bonds, traded by or issued by companies located in or operating within Europe. This is a fund promoting environmental or social characteristics in accordance with Article 8 of Regulation (EU) No. 2019/2088 on sustainability-related disclosures in the financial services sector (“SFDR”).

Characteristics:

• equity fund
• reference currency: EUR
• medium risk level
• recommended investment horizon: at least 5 years

Dokumenty