ODDO BHF US EQUITY ACTIVE UCITS ETF ACC

Benchmark

The actively managed ODDO BHF US Equity Active UCITS ETF aims to achieve its investment objective by investing at least 70% of net assets in equities that are constituents of the S&P 500 Index (USD, NR) and up to 30% in equities of non-US issuers (with no more than 10% in non-OECD countries), supplemented by up to 30% in investment grade fixed or floating rate bonds from corporate or sovereign issuers, while excluding securities based on ESG criteria using MSCI ESG Ratings or equivalent, and selecting equities via a proprietary quantitative trend-following model that analyzes historical data for momentum strategies, without seeking to track or replicate the benchmark but providing exposure to large and mid-capitalization companies.

PERFORMANCE

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