Global Balanced Opportunity Fund I

The Global Balanced Opportunity Fund aims for capital growth by primarily investing in euro-denominated fixed and variable interest securities, including convertible bonds, option bonds, participation certificates, and certificates issued by European companies, particularly focusing on family-owned and owner-managed businesses. To enhance returns, the fund also includes securities with lower credit ratings and allocates up to 10% of its assets to other investment funds and ETFs for risk management and optimization. Additionally, the portfolio may incorporate equities as part of its diversified and actively managed investment strategy to balance growth and mitigate potential losses in various market conditions.