DC Value Global Balanced IT

The main objective of the fund is to achieve steady and stable growth while reducing the risk profile compared to a pure equity investment.

The fund is a flexible mixed fund that globally invests in stocks, bonds, certificates on precious metals, derivatives, and liquidity. It is invested in equities by at least 25%, with the equity allocation typically ranging between 30 and 70%. The selection of assets and the asset allocation decision are based on a quantitative and qualitative investment process. The fund focuses on long-term investment in fundamentally undervalued companies with a proven business model, strong owner orientation, and solid balance sheet.

The fund is exposed to risks such as market risk, credit risk, interest rate risk, and liquidity risk. Additionally, there may be risks associated with the selection of assets and the asset allocation decision, as well as risks related to the global economic environment and geopolitical events. Investors should carefully consider these risks before investing in the fund.

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