Overview
Investment Policy
The sub-fund invests primarily in stocks and other equity-like securities, diversified across various sectors and regions. The sub-fund invests in stocks and other equity-like securities of companies operating in developed markets (Europe, the U.S., and Japan), and may also invest in companies operating in emerging markets.
In addition, the sub-fund may also invest in time deposits, money market instruments, and/or UCITS. The sub-fund may invest in UCITS (UCITS and/or other UCITS), either to pursue its primary investment policy or to invest its liquid assets, in which case the sub-fund invests in (i) money market UCITS and/or (ii) UCIs that invest in debt securities with a remaining maturity at the time of acquisition of no more than twelve months and/or whose interest rate is adjusted at least once a year. The sub-fund may, within the limits of the law, invest in derivative financial instruments, such as, among others, futures, options, forward currency contracts, credit default swaps, or interest rate swaps, in order to achieve its investment objectives and hedge risks.
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 sub-fund’s objective is to provide investors, through an actively managed portfolio, to provide long-term capital appreciation on their investment. This objective will be achieved by investing the sub-fund’s assets primarily in stocks and other equity-like securities, without geographical restrictions.
Fund Structure
Fund Management
Stijn Plessers
Portfolio Manager
He 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.
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.
Class I: LU1248447622 (Accumulation) & LU1248447978 (Distribution).
Class O: LU1543680943 (Accumulation).
B Class: LU1248446905 (Distribution)
T Class: LU3250471276 (Distribution)
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.
