The fund aims to achieve a positive annual return with a medium risk tolerance.
Fund Exposure
The fund primarily invests in a diversified portfolio of stocks of companies listed on major markets in North America, Europe, Asia, and emerging markets, as well as fixed rate and floating rate bonds issued by public sector, sovereign, and corporate issuers. The fund may also invest in target funds and use financial derivatives to protect against market fluctuations.
Risks
Risks associated with this fund include market risk, interest rate risk, currency risk, and the potential for losses due to the use of financial derivatives. Additionally, the fund's exposure to non-euro currencies is limited to 30% of its net assets.