Where it invests:
Who is it for:
- At least 65% of its assets are invested in global treasury bonds. The fund may also invest in money market and equities.
Conservative investors with a medium- to long-term investment horizon (2 to 5 years) seeking to tie their capital into satisfactory returns with limited fluctuations.
What is the investment goal:
To achieve the highest possible returns at low/average investment risk, by making medium- to long-term placements.
Which factors affect returns:
- Market risk
- Interest rate risk
- Credit risk
- Exchange rate risk affecting the euro against other European currencies