The Fund aims to achieve a positive total return over a market cycle with a low to moderate correlation to traditional financial market indices. The Fund seeks to achieve its objective via exposure to equities debt and commodities (excluding agricultural commodities). The Fund will utilise a strategic and tactical asset allocation to assets that are expected to perform differently across the three stages of the market cycle, namely recession, non-inflationary growth and inflationary growth. The Fund will not hold debt securities with a credit rating of below B- by Standard and Poor’s rating agency, or equivalent (or in the case of unrated debt securities, determined to be of an equivalent rating).
Rentabilidad a 3 años frente al resto de fondos de la categoría Mixtos Flexibles EUR
- Frente a la categoría
- Frente a la gestora
Entradas y salidas de dinero mensuales.