CapitalatWork Foyer Umbrella - Balanced Class D

CapitalatWork Balanced is an actively managed fund that seeks to blend growth with capital protection by investing primarily in a mix of government and corporate bonds and equities, ensuring that no more than half of the portfolio is in stocks. The fund focuses on securities from Europe and the United States, selecting companies with strong fundamentals and attractive valuations. Additionally, it uses futures and options contracts to optimize the portfolio and protect against unfavorable market movements. By carefully analyzing risk and return across different asset types and regions, CapitalatWork Balanced aims to maintain a well-balanced and resilient investment portfolio.