Performance funds/ETFs

The Fund seeks to increase the value of its assets over the medium term by investing directly and/or indirectly (through funds) in bonds, or shares of issuers chosen given their practices in terms of sustainable development (social responsibility and/or environmental responsibility and/or corporate governance). The Fund will be managed against the model portfolio (25% equities, 75% bonds, with a minimum of 50% in fixed income). The manager can change the actual asset class weightings based on market conditions and forecasts. It is actively managed and as such may invest in securities that are not included in the index which is 75% Bloomberg Barclays Euro Aggregate (RI) + 25% MSCI World (NR).