The Fund is a "diversified" fund. It aims to outperform the capitalised EONIA over the full year over a minimum investment period of three years. To meet its investment objective, the FCP aims to deliver long-term capital growth with a moderate level of risk (with volatility within a range of 4-8%, unless otherwise stated). The fund uses a quantitative management approach in terms of asset allocation (money markets, fixed income, equities, etc.), investing via physical securities, UCITS/trackers, derivatives, certificates or notes replicating such instruments. The fund’s investment process consists of two stages: asset allocation and fund and security selection.
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The portfolio is made up of several components: The equity component (between zero and 80% of exposure) consists of domestic and international equities, including emerging equities. It uses a quantitative investment approach via forward markets and physical securities. The fixed income component (between zero and 80% of exposure) mainly consists of money market instruments and public sector bonds of all maturities. It uses a quantitative investment approach. The foreign exchange component (between zero and 50% of exposure) consists of exposure which may or may not be linked to foreign currency hedges on the portfolio’s positions in instruments denominated in foreign currency. The real estate component (between zero and 30% of exposure) serves to expose the fund to opportunities with little or no correlation with the equity and fixed income markets. This component invests via index-linked products, ETFs and equities listed on regulated markets.