In our continuous efforts to enhance our services and provide you with the best investment experience possible, we are undertaking a comprehensive restructuring of our lux|funds offering. The primary objective behind this restructuring is to simplify the investment choices available to you while simultaneously enhancing the efficiency and performance of our funds.
As part of this restructuring, we have decided to consolidate one or more compartments you are invested in, to improve our overall fund management. We have tried to match the new investment strategy as closely as possible to your preferences. If the selected compartment and its investment strategy correspond to your preferences, no further action from your side is needed.
- The new Equity Quality Selection compartment (risk level 4) will consolidate the High Dividend and Low Volatility compartments of the Lux-Equity fund and offer a great way to invest in a selection of well-known high quality companies with good social and governance practices.
- The Lux-Croissance fund will be absorbed by the Portfolio Defensive compartment (risk level 2) that offers a very similar investment strategy and risk profile.
- The Lux-Portfolio Growth compartment will be absorbed by Luxfunds – Portfolio Balanced (risk level 3).
- The Lux-Portfolio Global Flexible Serenity compartment (risk level 3) will be absorbed by its former sister compartment and be renamed Portfolio Global Flexible (risk level 3).
- The Lux-Bond Medium Term compartment will be absorbed by the Bond EUR compartment (risk level 3) and thus have longer maturity bond investments.
We will no longer offer distribution share classes. These will be converted into capitalisation share classes with the same investment policy.
The investment strategies of the new compartments, the Key Information Document (KID) of the different funds, as well as all other information about the restructuring can be found below.
