PLACEURO - WORLD EQUITIES (Class I CAP EUR)
Structure: PLACEURO - WORLD EQUITIES (Class I CAP EUR)
ISIN: LU2346908507
Date: 2025-07-01
Currency: EUR (€)
Objectives:
The Sub-Fund aims for capital growth, primarily investing in listed equities and related instruments. It may also include UCITS focused on equities. Ancillary investments cover bonds, securities (up to 10%), money market instruments, and cash. Derivatives (up to 100%) are used for hedging. Actively managed, no specific benchmark. Not aligned with EU criteria for sustainable activities.
Intended Investor:
The Sub-Fund is suitable for an investor wishing to participate in the performance of the stock markets through equity-type investments. As stock market fluctuations may lead to capital losses, investors should be able to accept losses with a medium- to long-term investment horizon and have experience of volatile products and financial markets.
Example investment: 10,000 EUR (€)
Minimum
| There is no minimum guaranteed return. You could lose some or all of your investment. |
Favorable
| If you exit after 1 year | If you exit after 5 years (recommended holding period) | |
|---|---|---|
| Valorisation | 13906.77 | 16863.75 |
| Performance | 39.07% | 11.02% |
Moderate
| If you exit after 1 year | If you exit after 5 years (recommended holding period) | |
|---|---|---|
| Valorisation | 10492.20 | 14011.30 |
| Performance | 4.92% | 6.98% |
Unfavorable
| If you exit after 1 year | If you exit after 5 years (recommended holding period) | |
|---|---|---|
| Valorisation | 8295.80 | 9631.21 |
| Performance | -17.04% | -0.75% |
Stress
| If you exit after 1 year | If you exit after 5 years (recommended holding period) | |
|---|---|---|
| Valorisation | 4535.23 | 3903.27 |
| Performance | -54.65% | -17.15% |
This chart shows the fund’s performance as the percentage loss or gain per year over the last 5 years.
Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future. It can help you to assess how the fund has been managed in the past.