Incometric Fund Cartago Global Balanced Portfolio B USD Acc

Incometric Cartago Glb Bal Port focuses on achieving midterm capital growth by investing in a balanced and diversified portfolio of equities and various fixed income instruments from OECD countries. The fund includes different types of bonds such as convertible, high yield (up to 10%), fixed-rate, floating-rate, zero-coupon, and treasury bonds, as well as a wide range of stocks. Additionally, it invests indirectly through UCIs/UCITS and ETFs, while also holding money market instruments and deposits in the Eurozone and other regulated international markets, ensuring that no more than 30% of the assets are allocated to other UCIs. This strategy combines growth potential with capital preservation through geographical and sector diversification.