eQ US Stock Index Fund is a passively managed special investment fund that invests in the US equity markets.

The fund’s assets are invested in the Vanguard US 500 Stock Index Fund managed by Vanguard Investments Europe SA, registered and supervised in Ireland. The target fund is an index fund according to the UCITS Directive, based on an equity portfolio tracking the S&P 500 Net Return Index.

The S&P 500 Net Return benchmark index of the Fund and its underlying fund does not take sustainability risks into account. As the investment strategy of the Fund’s underlying fund is to track the index, the Fund’s and its underlying fund’s investment decisions do not take sustainability risks into account. Although sustainability aspects are not directly included in the investment process of the Fund’s underlying fund, the Vanguard Group of Companies’ Investment Stewardship team influences the governance of the portfolio companies of the equity funds managed by Vanguard. The investments underlying the remaining portion of this financial product do not take into account the EU criteria for environmentally sustainable economic activities.

Further information about the fund’s investment process and the methods and criteria used for monitoring the realisation of the goal of the investment activities, is described in eQ US Stock Index Fund’s fund prospectus.