Davy ESG Multi-Asset Fund

 

The primary investment objective of the Davy ESG Multi-Asset Fund (‘the Fund’) is to seek, over time, to achieve capital appreciation in real terms. The Fund may, as a secondary objective, also seek to generate a moderate level of income, from year to year, consistent with the growth objective. The objective of the Fund will be achieved by investing across a range of asset classes including equities, bonds and fixed deposits. The Investment Adviser’s ongoing investment policy will be to take due account of the nature of the trading activities carried out by such corporations from an ethical standpoint.

 

Davy ESG Multi-Asset Fund Factsheet

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Source: Davy Global Fund Management

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