CATEGORY: EQUITY
ISIN: SM000A2JNVG2 CURRENCY: EUR
The fund aims at a gradual capital appreciation through investments with a medium-high risk profile. The fund requires acceptance of the possibility of short-term fluctuations in the value of the assets. It invests exclusively in money market/bond/equity UCITS.
Aggressive balanced fund with a mixed portfolio and currency diversification with an average equity investment of 60% (maximum limit 75%) of the total value of the fund’s assets. Denomination currency: Eur.
The selection of UCITS is made from among the leading investment houses in the world, giving preference to those with the best ratings and coefficients of return.
The investment choices for the bond component are based on macroeconomic analysis of the markets and the selection of Funds offering the best risk/return ratio. The Fund is an accumulation fund. Income from the Fund’s investments is reinvested within the Fund and is not distributed to Participants.
The Mutual Fund under San Marino law is governed by the Community Directive 85/611/EC as amended on Undertakings for Collective Investment in Transferable Securities (UCITS).
