apo TopSelect Balance A header image

apo TopSelect Balance A

Fund

ISIN DE000A1W9AD2 / Valor null

NAV (2024-12-02)
EUR 63.05+0.56%

apo TopSelect Balance A
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General Objective

The general objective of the apo TopSelect Balance fund is to achieve steady growth combined with regular income while accepting limited risks (balanced). The fund aims to achieve this objective by investing in a mix of asset classes based on the assessment of the economic and capital market conditions.

Fund Exposure

The fund exposure includes a benchmark consisting of 50% BofA ML World Sovereign Bond Index TR, 45% MSCI AC World Daily Net EUR, and 5% Eonia. The fund can invest in a variety of asset classes such as equities, bonds, certificates, and derivatives. Additionally, the fund may allocate up to 49% of its assets in money market funds.

Risks

Some of the risks associated with this fund include market risk, credit risk, interest rate risk, and currency risk. The fund may also be exposed to risks related to the use of derivatives for hedging or speculative purposes. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.apobank.de/dam/jcr:f8b45d0c-4a1f-4bb5-9eca-0a349aa7da54/apo%20TopSelect%20Balance%20A_20240908.pdf

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