BCC Investment Partners SICAV - Vontobel Next Gen B EUR Acc
Fund
ISIN LU2342991820 / Valor 11135480
NAV (2025-03-06)
EUR 108.18-0.59%
BCC Investment Partners SICAV - Vontobel Next Gen B EUR Acc
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Vontobel Next Gen aims for medium to long-term capital growth and positive income by building a diversified portfolio that includes up to 100% in fixed income and bond funds, up to 50% in stocks and equity funds, up to 20% in asset-backed and mortgage-backed securities, up to 20% in financial indices and other asset classes, and up to 10% in commodities and precious metals. By mid-2024, the fund plans to allocate roughly 70% to fixed income and 30% to equities, with the possibility of increasing investments in companies that particularly appeal to millennials based on market conditions.