Evelyn Global Adventurous Direct Fund K EUR Acc
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General Objective
The fund aims to achieve significant capital growth over the long term by predominantly investing directly in equity and fixed income markets.
Fund Exposure
The fund will invest in a multi-asset portfolio of global equities and fixed income assets, with a primary focus on equities representing up to 80% of the portfolio. The fund may also have exposure to emerging markets and hold a mix of sovereign, investment grade, non-investment grade, and unrated bonds. Additionally, the fund may invest indirectly in commodities and use derivatives for efficient portfolio management, investment, and hedging purposes.
Risks
Investing in equities and fixed income assets carries inherent risks, including market volatility, credit risk, interest rate risk, and currency risk. The fund's exposure to emerging markets and the use of derivatives may also increase the level of risk. Additionally, as the fund is actively managed and not benchmarked, there is a risk that investment decisions may not always align with market trends or expectations. Investors should carefully consider these risks before investing in the fund.