7 UNITS OF FUNDS

Ofi Invest Act4 Positive Economy CLASS I C EUR|LU1209226296
Equities |All |Europe
According to the SFDR (Sustainable Finance Disclosure Regulation), this product has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly impair an environmental or social objective and that the companies invested in follow good governance practices.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 9
FNG Label 3 stars SRI Label
YTD
as of 27/05/2024
  • 11,84%
1 YEAR
as of 27/05/2024
  • 10,04%
5 YEARS
as of 27/05/2024
  • 46,41%
SINCE INCEPTION
as of 27/05/2024
  • 56,77%
SRRI*
Ofi Invest Act4 Positive Economy CLASS I D EUR|LU1209226379
Equities |All |Europe
According to the SFDR (Sustainable Finance Disclosure Regulation), this product has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly impair an environmental or social objective and that the companies invested in follow good governance practices.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 9
FNG Label 3 stars SRI Label
YTD
as of 27/05/2024
  • 11,84%
1 YEAR
as of 27/05/2024
  • 10,04%
5 YEARS
as of 27/05/2024
  • 46,88%
SINCE INCEPTION
as of 27/05/2024
  • 55,08%
SRRI*
NAV as of 27/05/2024
13 570,44 €
Ofi Invest Act4 Positive Economy CLASS R C EUR|LU1209226023
Equities |All |Europe
According to the SFDR (Sustainable Finance Disclosure Regulation), this product has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly impair an environmental or social objective and that the companies invested in follow good governance practices.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 9
FNG Label 3 stars SRI Label
YTD
as of 27/05/2024
  • 11,40%
1 YEAR
as of 27/05/2024
  • 9,00%
5 YEARS
as of 27/05/2024
  • 41,26%
SINCE INCEPTION
as of 27/05/2024
  • 43,22%
SRRI*
Ofi Invest Act4 Social Impact CLASS I C EUR|LU1209226882
Equities |All Cap |Europe
According to the SFDR (Sustainable Finance Disclosure Regulation), this product has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly impair an environmental or social objective and that the companies invested in follow good governance practices.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 9
SRI Label
YTD
as of 27/05/2024
  • 13,95%
1 YEAR
as of 27/05/2024
  • 18,92%
5 YEARS
as of 27/05/2024
  • 55,55%
SINCE INCEPTION
as of 27/05/2024
  • 59,87%
SRRI*
Ofi Invest Act4 Social Impact CLASS R C EUR|LU1209226700
Equities |All Cap |Europe
According to the SFDR (Sustainable Finance Disclosure Regulation), this product has sustainable investment as its objective. Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly impair an environmental or social objective and that the companies invested in follow good governance practices.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 9
SRI Label
YTD
as of 27/05/2024
  • 13,55%
1 YEAR
as of 27/05/2024
  • 17,91%
5 YEARS
as of 27/05/2024
  • 49,02%
SINCE INCEPTION
as of 27/05/2024
  • 46,65%
SRRI*
SSP/M - (LZA) EURO EQUITY CLASS O-D-EUR|LU1274527842
Inconnu
According to the SFDR (Sustainable Finance Disclosure Regulation), this product promotes environmental or social characteristics but does not aim at sustainable investment.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 8
YTD
as of 27/05/2024
  • 10,98%
1 YEAR
as of 27/05/2024
  • 14,93%
5 YEARS
as of 27/05/2024
  • 63,96%
SINCE INCEPTION
as of 27/05/2024
  • 88,76%
SRRI*
NAV as of 27/05/2024
15 398,59 €
SSP/M - (PNI) EURO EQUITY Class O-D-EUR|LU1274528147
Inconnu
According to the SFDR (Sustainable Finance Disclosure Regulation), this product promotes environmental or social characteristics but does not aim at sustainable investment.
Investors should be aware and prepared to accept that, for those Funds which have a sustainable management process, this process is based on the use of a proprietary model to determine the ESG score. There is a risk that this model may not be efficient. The performance of these Funds may therefore be below the management objective.
Article 8
YTD
as of 27/05/2024
  • 10,16%
1 YEAR
as of 27/05/2024
  • 16,89%
5 YEARS
as of 27/05/2024
  • 69,18%
SINCE INCEPTION
as of 27/05/2024
  • 95,21%
SRRI*
NAV as of 27/05/2024
16 175,69 €

* SRRI is an indicator going from 1 to 7 and corresponding to increasing risk levels. Risk and performance category indicated in this document is subject to change. This category is determined by the application of a regulatory methodology. For more details about this methodology, please refer to the Key investor information document (KIID).

SRRI
SRRI funds - Ofi Invest Lux

The performance figures cited herein cover past years. Past performances are not a reliable indicator of future performances.