BAGUS Global Balanced I (a)

The BAGUS Global Balanced fund aims to generate sustainable attractive returns. It is a fund of funds that primarily invests in equity and bond funds. The portfolio's global orientation is achieved through the use of globally investing funds, complemented by funds with regional or thematic focuses. The fund selection is based on both quantitative and qualitative criteria, with a focus on the fund manager and the consistency of the investment approach.

The fund combines various funds with different investment styles in its portfolio. Derivatives are used for hedging, efficient portfolio management, and generating additional returns. The fund management actively decides on the selection of assets and does not follow a benchmark. The fund may vary the weightings of the funds depending on market phases and the investment advisor's outlook.

Investors should be aware that the fund may suspend redemptions in exceptional circumstances if deemed necessary in the best interests of investors. It is recommended that investors who may need to withdraw their funds within a 3-year period consider whether this fund is suitable for their investment goals.

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