Echiquier Artificial Intelligence B/  LU1819480192  /

Echiquier Artificial Intelligence is a dynamic subfund seeking long-term performance via exposure to growth stocks in international markets. In particular, the subfund seeks to invest in securities that develop Artificial Intelligence and/or stocks that benefit from it. The subfund"s objective is to outperform its benchmark, MSCI World Index, net of management fees, over the recommended investment period. However, the subfund does not aim to replicate the benchmark"s performance, as the portfolio"s composition may differ significantly from that of the benchmark. The UCITS implements active and discretionary management based on a rigorous bottom-up stock-picking process. The purchase and sale prices are determined for each equity selected based on a medium-term valuation. Consequently, some cases are subject to a very selective process based on quantitative and qualitative analysis. The subfund manager may also engage in trading activities with the aim of taking advantage of short-term market fluctuations. The investment strategy aims to select stocks that participate in the development of Artificial Intelligence or those that benefit from the adoption of these technologies. The strategy will also include stocks whose activity is indirectly linked to the Artificial Intelligence sector (ecosystem, infrastructure, etc.). Depending on the manager"s convictions, the portfolio"s construction can lead to a concentrated portfolio (fewer than 50 stocks). The subfund has a minimum exposure of 60% to international equity markets and/or equity markets of eurozone and emerging countries. Equity market exposure from emerging countries shall be limited to 30% of net assets. The subfund will be exposed to companies of all capitalisation sizes. The subfund reserves the right to invest up to 40% in fixed-income products. At the time of acquisition and for monitoring purposes over the life of the securities, credit risk is assessed on the basis of in-house research and analysis by La Financière de l"Echiquier and using the ratings produced by agencies. The eligible securities in question are deemed to be investment grade, i.e., having a minimum Standard & Poor"s rating of BBB- or equivalent or considered as such by the management team.

Echiquier Artificial Intelligence is a dynamic subfund seeking long-term performance via exposure to growth stocks in international markets. In particular, the subfund seeks to invest in securities that develop Artificial Intelligence and/or stocks that benefit from it. The subfund"s objective is to outperform its benchmark, MSCI World Index, net of management fees, over the recommended investment period. However, the subfund does not aim to replicate the benchmark"s performance, as the portfolio"s composition may differ significantly from that of the benchmark.