Objective

The goal of the fund is to achieve the most favorable possible return for the Participants, primarily through long-term capital growth from a diversified portfolio of tradable equities and related asset securities of companies in so-called emerging markets.

Emerging markets are markets in countries with developing economies. Therefore, equities from emerging markets often carry higher risk compared to equities from developed markets, with this risk expressed in terms of historical price fluctuations or volatility. As a result, the fund’s performance can vary significantly over relatively short periods. The investment policy aims to achieve a return that, over a continuous assessment period of three years, is at least equal to that of the MSCI Emerging Markets Index Net EUR (the benchmark).

Investment Policy

The fund invests through the Schroder International Selection Fund Emerging Markets I EUR Acc in a diversified portfolio of equities and listed companies from emerging countries and regions. By investing in the Schroder International Selection fund Emerging Markets I EUR Acc, the fund promotes environmental and social characteristics as outlined in Article 8 of the Sustainable Finance Disclosure Regulation (SFDR).

The fund may also invest in other financial instruments and hold cash deposits. The fund managers analyze market developments and, based on their expectations, diversify investments across regions to achieve a stable long-term return.