Belgravia Épsilon Z FI

Belgravia Épsilon FI is an absolute return investment fund aiming for an annual return of 6–10% with low volatility. Its portfolio is highly flexible, allocating anywhere from 0% to 100% between equities and high-quality fixed income assets, including public and private bonds, deposits, and money market instruments. The fund primarily invests in OECD countries, especially across Europe, while allowing up to 25% of its investments in emerging markets and issuers. All fixed income investments maintain a strong credit rating of at least A- or equivalent, ensuring high credit quality. Additionally, the fund manages currency exposure within 0–40% of the total portfolio. Security selection is driven by fundamental analysis, complemented by technical analysis to determine buying and selling levels, ensuring a robust and well-managed investment strategy.