Creand Gestion Flexible Sostenible C FI

The fund aims to achieve a positive return in any market environment while maintaining a maximum annual volatility of less than 7%.

The fund invests 60-100% of its total exposure in equities of any capitalization/sector, with the remainder in public/private fixed income (including deposits and money market instruments), with at least medium quality and a portfolio duration of up to 18 months. It also utilizes alternative management strategies such as Market Neutral and Global Macro, with a net exposure to equities lower than the equity investment.

The fund may be exposed to currency risk (0-100%) and may invest up to 10% of its assets in financial collective investment institutions. Additionally, it may invest more than 35% of its assets in securities issued or guaranteed by EU Member States, Autonomous Communities, Local Entities, or International Organizations of which Spain is a member. The fund's investment strategy involves a high portfolio turnover, which may increase expenses and impact returns.

https://creand.es/en/funds/creand-gestion-flexible-sostenible-fi-class-r/