Chahine Funds - Equity Eurozone R

The objective of Chahine Funds Equity Eurozone is to outperform the Eurozone markets, through the use of a model to identify the 'stars' performers. The Sub-Fund seeks to limit the Environmental, Social and Governance (ESG) impacts of its investments and to favour companies with the lowest exposure to ESG risks, taking into account their ability to manage these risks. The sub-fund will invest at least 80% in stocks from the main Eurozone member states followed by at least 3 brokers and whose capitalisation exceeds 100 million EUR. This investment universe will be further filtered for sustainability concerns. This will lead to a reduction of the investment universe by at least 20% by excluding companies that may be impacted by sustainability risks. The sub-fund will be invested across all markets capitalisation spectrum including large capitalisation companies. The sub-fund may enter into transactions which are undertaken for purposes other than hedging provided those transactions have no negative effect on the quality of the investment policy. The sub-fund exposure to the stock market will remain between 80% and 100%. The sub-fund will use momentum indicators such as the Price Momentum, a statistical concept measuring the significance of a price movement relative to the market, or the Earnings Momentum, that measures the strength of earnings estimates revisions. The stocks will also be evaluated on the basis of an in-house ESG scoring tool. An allocation of small and mid caps is incorporated into the portfolio. The MSCI EMU Net Return will serve as a reference benchmark solely for the calculation of performance fees. Due to the active nature of the management process and the full freedom of investment, the Sub-Fund's performance profile may deviate significantly from that of the MSCI EMU Net Return.