Ibercaja Estrategia Dinámica A FI

Ibercaja Estrategia Dinámica FI is a global investment fund designed to keep annual volatility below 5% by blending traditional and alternative investment strategies. The fund’s portfolio is diverse, including a mix of fixed income and equities, with up to 10% invested indirectly through other investment companies. It also utilizes financial instruments such as futures, options, and convertible bonds. Additionally, up to 40% of the portfolio may be allocated to assets related to credit risk, inflation, currencies, commodities, volatility, and interest rates. The fund has the flexibility to invest in various regions, sectors, company sizes, and credit qualities, including small-cap stocks and lower-rated fixed income securities.