CPR Invest - Defensive Class I - Acc
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General Objective
The fund aims to outperform the benchmark over a 2-year minimum investment horizon while maintaining a maximum ex-ante volatility of 7%.
Fund Exposure
The fund has a global balanced approach with equity exposure ranging from 0% to 30%. It also limits exposure to risk carrying assets to a maximum of 40%. The modified duration on the fixed income section ranges between -2 and +8.
Risks
Investors should be aware that the fund's performance is subject to market fluctuations and may gain or lose value. The fund also carries a certain level of volatility, with the portfolio volatility ranging from 3.44% to 4.87% over different time periods.