Incrementum Inflation Diversifier EUR-IS header image

Incrementum Inflation Diversifier EUR-IS

Fund

ISIN LI1310333847 / Valor 13103338

NAV (2025-01-22)
EUR 97.69-0.54%

Incrementum Inflation Diversifier EUR-IS
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General Objective

The fund aims to achieve long-term capital growth through active management of a diversified portfolio of commodities and commodity-related securities.

Fund Exposure

The fund is exposed to a mix of asset classes, with a focus on commodities and commodity-related securities. It has a global investment universe with a significant allocation to the United States, Canada, and Germany. The fund also follows the Austrian school of economics in its investment approach.

Risks

Investors should be aware of the risks associated with investing in commodities and commodity-related securities, including price volatility, geopolitical risks, and regulatory changes that can impact the performance of the fund. Additionally, the fund's performance may be affected by currency fluctuations and market conditions.

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Source

https://www.incrementum.li/en/investment-funds/incrementum-inflation-diversifier/

Tags:
inflation Global msci world

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OTHER SHARE CLASSES OF THIS FUND

Incrementum Inflation Diversifier CHF-IS
Incrementum Inflation Diversifier CHF-IS Incrementum Inflation Diversifier CHF-IS Valor: 13103338
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Annual Return

-50%0%+50%

Risk level

110
-0.26%CHF 94.44
Incrementum Inflation Diversifier Fund R EUR
Incrementum Inflation Diversifier Fund R EUR Incrementum Inflation Diversifier Fund R EUR Valor: 22627431
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Annual Return

-50%0%+50%

Risk level

110
-0.55%EUR 112.91
Incrementum Inflation Diversifier Fund I CHF
Incrementum Inflation Diversifier Fund I CHF Incrementum Inflation Diversifier Fund I CHF Valor: 29508097
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.56%CHF 109.19
Incrementum Inflation Diversifier Fund I EUR
Incrementum Inflation Diversifier Fund I EUR Incrementum Inflation Diversifier Fund I EUR Valor: 22627428
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.54%EUR 118.32