Global Mix Fund FI

Global Mix Fund FI invests in a balanced portfolio of stocks and bonds. Between 25% and 75% of the fund is allocated to equities, primarily from developed OECD countries, with up to 25% in emerging markets. It includes companies of all sizes, from large to small caps. The remaining portion is invested in high-quality fixed-income securities, such as public and private bonds, while allowing up to 20% in lower-rated or unrated bonds. The bond investments have an average duration of up to four years. Additionally, the fund may hold significant positions in smaller or lower-rated companies to seek greater growth opportunities.