LO Selection - The Global Balanced (EUR) NA
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General Objective
The Sub-Fund aims to generate income and capital growth over the long term through active management without reference to a benchmark.
Fund Exposure
The Sub-Fund invests worldwide in a diversified portfolio consisting of equities, bonds, fund units, financial derivative instruments, currencies, and cash. The Investment Manager has discretion in selecting sectors, markets (including Emerging Markets), asset classes, eligible assets, company sizes, and currencies (including CNH). It may also allocate up to 30% of its net assets in alternative asset classes such as commodities, precious metals, and hedge funds.
Risks
Investors should be aware that this Sub-Fund may not be suitable for those planning to withdraw their money within 5 years. The investment strategy is guided by detailed market and macroeconomic analysis, constantly adjusted to market trends, and may involve exposure to various asset classes and currencies, including alternative investments.
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Source
https://am.lombardodier.com/funds?page=6&
Tags:
Globalbalanced
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OTHER SHARE CLASSES OF THIS FUND
LO Selection - The Global Balanced (EUR) PA
LO Selection - The Global Balanced (EUR) PA
LO Selection - The Global Balanced (EUR) PA
Annual Return
-50%0%+50%
Risk level
110
-0.53%EUR 98.92
LO Selection - The Global Balanced (EUR) MD
LO Selection - The Global Balanced (EUR) MD
LO Selection - The Global Balanced (EUR) MD
Valor: 58800035
Annual Return
-50%0%+50%
Risk level
110
-0.53%EUR 99.89
LO Selection - The Global Balanced (EUR) MA
LO Selection - The Global Balanced (EUR) MA
LO Selection - The Global Balanced (EUR) MA
Valor: 58800033