DPAM B - Balanced Strategy A

DPAM B Balanced Strategy is an actively managed fund that seeks moderate, medium-term growth by investing globally in both equity and debt securities. The portfolio primarily consists of investments in other funds that focus on bonds and stocks, without any restrictions on sectors or regions. Additionally, up to 20% of the fund can be directly invested in individual shares, bonds, or other debt instruments. About 60% of the assets are allocated to equity-related investments. Importantly, at least 75% of the fund’s holdings emphasize environmental and social characteristics, aligning with sustainability goals.