Aramea Rendite Plus PF
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General Objective
The main objective of the Aramea Rendite Plus fund is wealth accumulation through capital appreciation. The fund primarily invests in fixed-income securities, particularly subordinated bonds and profit-sharing certificates. No equities or equity funds are acquired.
Fund Exposure
The fund's investment strategy includes an active management process, with up to 100% of the fund's assets allocated to bonds, bank deposits, money market instruments, and up to 10% in money market or bond funds. The fund does not track a specific securities index, allowing the fund manager to actively identify and select assets based on a defined investment process.
Risks
Investors should be aware that the fund may use derivative transactions for hedging, efficient portfolio management, and generating additional returns, including speculative purposes. The fund manager may change the actual investment strategy at any time without prior notice to investors. Additionally, the fund's ordinary income is distributed, and while investors can request redemption of shares on a daily basis, the fund may suspend redemptions in exceptional circumstances to protect investor interests.