Overview
Investment Policy
The fund invests in stocks and other equity-like securities of companies operating in developed markets (such as, but not limited to, Europe, the U.S., and Japan), and may also invest in companies operating in emerging markets.
The fund’s investment universe is designed to select companies whose business models are focused on providing solutions—or parts of solutions—for climate change, or that have adapted their business models to address the growing challenges posed by climate change. There are no restrictions regarding currency or geographic regions.
Target Audience
The Subfund is suitable for retail and institutional investors who view an investment fund as an easy way to participate in developments in the financial markets. It is also suitable for more experienced investors who wish to achieve specific investment objectives with an investment horizon of more than 5 years.
Investment Objective
The fund's objective is to provide investors with long-term capital gains on their investment through an actively managed portfolio.
Fund Structure
Fund Management
Bernard Thant
Portfolio Manager
Bernard Thant earned a Licentiate degree in Commercial Sciences, followed by an additional year of study in Financial Management and Investment Theory. He then spent most of his career working as a financial analyst at a major private bank, where he also managed equity portfolios for several years. He has been with Econopolis Wealth Management since September 2014.
Gino Delaere
Portfolio Manager
Gino Delaere holds a bachelor’s degree in Applied Economic Sciences, supplemented by an MBA. For more than two decades, he has been studying emerging markets worldwide. He previously worked for several major asset managers, where his responsibilities included helping to launch a number of thematically-inspired equity funds. He has been with Econopolis since 2010.
Class O: BE6329981524
Class A: BE6329978496
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.
Documentation
Transparency is the foundation of our investment policy. Here you will find all the necessary legal documents, reports, and structural details regarding the Econopolis funds.
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.
