The investment objective of the sub-fund is an increase in the value of assets as a result of investment value growth. Generali Akcji Ekologicznych is a sub-fund with exposure to sustainable stocks obtained by investing at least 70% assets in the shares of Sycomore Europe Eco Solutions, a ring-fenced sub-fund of Sycomore Fund SICAV. The source sub-fund invests mainly in european companies benefiting from the environmental transformation from five sectors: transport, energy, construction, circular economy (resource waste reduction) and ecology. The source sub-fund excludes companies which destroy the ecosystem or have a low ESG score. Investment categories listed in the articles of incorporation, other than Sycomore Europe Eco Solutions shares, can jointly account for no more than 30% of the Sub-fund’s assets. The exchange rate risk is hedged by transactions in foreign currency derivatives.
The sub-fund is addressed to investors who:
● are interested in investing in environmentally-friendly solutions,
● want to benefit from the green revolution,
● accept high investment risk,
● whose investment horizon is at least 5 years.