Capertino SICAV - Flexible Allocation A

Capertino SICAV - Flexible Allocation aims for long-term growth by investing in a diverse global portfolio of both debt and equity securities. The fund primarily holds investment-grade bonds issued by governments and corporations worldwide, ensuring high-quality fixed-income investments. It allocates up to 70% of its assets to company shares, with significant portions invested in European, Norwegian, Swiss, and U.S. companies, while also including smaller allocations to businesses in other regions, including a limited exposure to Chinese firms. Additionally, up to 10% of the portfolio may be invested in other open-ended investment funds to enhance diversification.