BL Equities America

Risk level

Performance

Performance as at 17/03/2023

FUNDS
2020	22,79 %
2021	18,40 %
2022	-19,69 %
Since 01/01/2023	0,95 %
Over the last 12 months	-9,71 %
Over 3 years	45,61 %
Since launch	332,62 %

Strategy

Investment objective and policy

The fund's objective is to generate long-term capital gains by investing in high-quality North American large-cap companies, which have a sustainable competitive advantage and a sound ESG (environmental, social and governance) profile. It aims to generate higher risk-adjusted returns than its benchmark universe over a full market cycle. A minimum of 30% of the fund’s assets will be invested in sustainable assets Alongside these financial goals, targets have been set in terms of the portfolio’s ESG performance and these are regularly monitored. The fund manager implements an active, long-term strategy based on solid convictions.

General information

Net Asset Value
Calculated	Every business day
NAV class B capitalisation shares (17/03/2023)	89,41 USD
NAV class A distribution shares (17/03/2023)	294,57 USD
CODES	ISIN capitalisation code : LU0093570256 ISIN distribution code : LU0439764944 WKN capitalisation code : 937806 WKN distribution code : A0X9BJ SICOVAM capitalisation code : 959283
Net assets (million)	1 577,21 USD
Launch date	03/01/1992