PRIMARILY INVESTS IN
  • European treasury bonds
INVESTMENT HORIZON
  • Medium-term
    (2 to 5 years)
CURRENCY
CATEGORY
  • Bond Funds
DISTRIBUTION
BY REGION / SECTOR
  • Europe

Features

Where it invests:

The Euro Bond Fund’s objective is to generate capital gains over the medium to long term by investing at least 2/3 of its total assets in a diversified portfolio comprised of different types of euro-denominated bonds maturing on different dates. The sub-fund can invest up to 10% of its total assets in equities and up to 25% of its total assets in convertible bonds.


Who is it for:

Private investors looking to participate in the fixed income markets. It is also suitable for experienced investors looking to achieve specifically defined investment goals.


What is the investment goal:

The fund’s investment goal is to achieve a mix of capital gains and income over the medium to long term, by investing at least 2/3 of its total assets in fixed income securities in a specific currency in a specific geographical region.


Note:The fund is valued in euro.


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