VARIANZA ALTUM FAITH-CONSISTENT, FI
The fund aligns financial investments with the Catholic Church Magisterium
Available for those who want to invest with a long-term horizon, where financial investment and the social doctrine of the Catholic Church are aligned through compliance with the investment guidelines of Altum Faithful Investing
Find out moreVARIANZA Altum Faith-Consistent, FI
It is an open-end fund incorporated in Spain, that seeks to offer its investors attractive long-term capital appreciation, aligning financial investments with the social doctrine of the Catholic Church. To achieve this, the fund invests in various markets and asset types, with a balance of investment between equities and fixed income, where exposure to equities will vary between 30% and 75%. Likewise, investments will comply with Altum Faithful Investing's Investment Guidelines regarding alignment with the Social Doctrine of the Catholic Church. The fund falls under Article 8 of SFDR Regulation.
Return
*Equities MSCI Daily Net TR Europe / Fixed Income BB Euro Aggregate Treasury TR Index EUR
Past performance is not indicative of future results
Risk
Return
Volatility
Sharpe Ratio
* MSCI Daily Net TR Europe
Past performance is not indicative of future results
Fund aligned with the doctrine of the Catholic Church
Compliance with the Altum Investment Guidelines which aligns the fund investments with the social doctrine of the Catholic Church. The fund adheres to the four pillars of Promotion Human Dignity, Promotion of Family, Promotion of Human Life, and Promotion of the Creation.
The fund falls under Article 8 of SFDR Regulation.
Altum Faithful Investing
EXTERNAL RATINGS
VARIANZA SCORE
* VARIANZA Score: 50% Quantitative (External Rating), 50% Qualitative: KPIs + qualitative analysis.
Are you interested?
If you want to invest in Altum Faith-Consistent you can do it here.
Nevertheless, if you need any assistance with the process please contact us.