Overview
Investment Policy
The sub-fund invests primarily in a geographically and sectorally diversified portfolio of corporate stocks, including both companies in developed markets and those operating in emerging markets, with a maximum of 10% allocated to the latter. Of the selected companies, at least 80% capitalize on long-term trends, specifically: agriculture and food, energy, commodities, ICT (information and communication technologies), and activities that capitalize on the growth, aging, and urbanization of the global population. The sub-fund has no benchmark and is actively managed. To a limited extent, the sub-fund may also invest up to 10% in monetary instruments, units of collective investment schemes, derivatives, deposits, and cash equivalents.
Target Audience
This fund is specifically designed for investors who seek a potentially higher return than that offered by a low-risk financial product and who aim for balanced long-term growth, with a focus on investing in an international basket of stocks. Additionally, they have an investment horizon of at least 5 years.
Investment Objective
The objective of the fund is to seek long-term capital growth by investing in shares of companies without geographic restrictions and in securities that provide access to the capital of these companies
Fund Structure
Fund Management
Michaël De Man, CFA
Portfolio Manager – Bonds
Michaël De Man earned a Master’s degree in Economic Sciences from Ghent University in 2005. He then began his career as a bond specialist at a major Belgian bank. In late 2015, Michaël joined the investment team at Econopolis, where he once again focuses on bond strategy and also heads the fund department. He has been CEO of Econopolis Wealth Management NV since 2021.
Stijn Plessers
Portfolio Manager – Equities
Stijn Plessers has 15 years of experience at KBC Asset Management, where he was responsible for managing a large credit and OTC derivatives portfolio before shifting his focus entirely to equities. In April 2023, Stijn joined Econopolis Wealth Management.
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
