Dux Umbrella Bolsagar FI header image

Dux Umbrella Bolsagar FI

Fund

ISIN ES0127059014 / Valor null

NAV (2026-07-16)
EUR 20.28+0.24%

Dux Umbrella Bolsagar FI
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Dux Umbrella Bolsagar FI is an investment fund that primarily invests over 75% of its portfolio in European stocks, ensuring that at least 60% are Spanish equities. The remaining portion is allocated to fixed-income assets, such as public and private bonds with mostly short-term durations. The fund focuses mainly on Spanish and other OECD markets, allows up to 10% investment in emerging markets, and may include securities issued or guaranteed by EU member states. Additionally, it can hold a small percentage in financial investment institutions related to the managing group.

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