PRIMARILY INVESTS IN
  • Global bonds and equities
INVESTMENT HORIZON
  • Medium-term
    (2 to 5 years)
CURRENCY
CATEGORY
  • SPVs
DISTRIBUTION
BY REGION / SECTOR
  • Global

Features


This sub-fund seeks to achieve a positive return irrespective of market conditions, mainly by investing in a diversified portfolio of equities and equity-related instruments, and all types of debt and debt-related instruments with variable maturity dates issued by governments and non-governmental issuers. The sub-fund can also invest up to 50% of its assets in equities and equity-related instruments and up to 25% of its assets in convertible bonds. The sub-fund mainly invests in euro-denominated assets, but can also invest in other European currencies, the USD and JPY. The sub-fund is able to invest in emerging markets.

MUTUAL FUNDS & UNITS IN COLLECTIVE INVESTMENT SCHEMES HAVE NO GUARANTEED RETURN & PAST RETURNS DO NOT GUARANTEE FUTURE ONES