Dux Umbrella Avanti FI

Dux Umbrella Avanti FI is an international investment fund that combines both stocks and bonds in its portfolio. It allocates between 30% and 75% to a diverse range of global equities, spanning various industries and company sizes, primarily from Europe and the United States, with some investments in Japan, Canada, and up to 10% in emerging markets. The remaining 25% to 70% is invested in fixed income assets, including government and corporate bonds with short durations of up to three years, without restrictions on credit quality. This balanced approach allows the fund to blend growth opportunities from equities with the stability of fixed income investments.