PIRAEUS FINANCIAL HOLDINGS

Piraeus Private Banking ESG Balanced Fund

 
 

Piraeus Private Banking ESG Balanced Fund

The Piraeus Private Banking ESG Balanced Fund is the spearhead of the mutual funds we offer you in cooperation with Piraeus Asset Management MFCM. At Private Banking we provide tangible proof of our support for sustainable growth, through the creation of the first Private Label Environmental Social and Good Governance (ESG) mutual fund in the Greek market, which aims to increase the value of its investments, both from income and goodwill, through the placement of its assets in a wide range of securities mainly of the international and secondary domestic capital market and money market, which are evaluated among other things on the basis of sustainability risks and sustainability factors related to the Environment, Society and Corporate Governance - Environmental, Social, and Governance (ESG), thus ensuring the concept of Sustainable Investing.

True to our strategic commitment, we offer you, our Private Banking clients, products and services tailored to your expectations, which also give you the chance to leave your own green footprint.

Piraeus Asset Management MFMC exercises proactive management of the Fund. It should be noted that the Mutual Fund is not subject to benchmark management.

This is a marketing announcement. Please refer to the fund's prospectus and key information document (KID) before making any final investment decisions.

Licensed under HCMC Decision 347/08.01.2020.

UCITS DO NOT HAVE A GUARANTEED RETURN AND PREVIOUS PERFORMANCE DOES NOT GUARANTEE FUTURE RETURNS.

Detailed information on the ESG Investment Policy of Piraeus Asset Management MFMC and the categorisation of the company’s Mutual Funds under Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability disclosures in the financial services sector (known as the Sustainable Finance Disclosure Regulation – SFDR) is provided on the management company’s website www.piraeusaedak.gr

We clarify that the decision to invest in the shares of Piraeus Private Banking Megatrends Global Equity Fund must take into account all of the mutual fund’s characteristics and objectives, in accordance with the details set out in the mutual fund’s key information document (KID) and prospectus.

You can find information in Greek regarding the procedure for submission of a complaint or grievance by investors or prospective investors and the potential for recourse to the “Hellenic Financial Ombudsman - Civil Non-Profit Alternative Dispute Resolution Company” at www.piraeusaedak.gr

Informational Brochures

Key Investor Information Document (KIID)
Piraeus Private Banking ESG Balanced Fund (available only in Greek)

Prospectus
Piraeus Private Banking ESG Balanced Fund (available only in Greek)

Regulations
Piraeus Private Banking ESG Balanced Fund (available only in Greek)

Factsheet
Piraeus Private Banking ESG Balanced Fund (available only in Greek)