LUXFUNDS Portfolio Balanced Capitalisation
Fund
ISIN LU0091958230 / Valor 966987
NAV (2026-08-13)
EUR 245.00+0.28%
LUXFUNDS Portfolio Balanced Capitalisation
UMushroom community rating:
Lux-Portfolio Balanced seeks to provide both growth and stable income by investing roughly 60% of its portfolio in high-quality bonds primarily denominated in euros and some US dollars. The remaining 40% is allocated to large-cap European and US stocks listed on major global exchanges. Additionally, the fund includes a small portion of securities from emerging markets and other diversified financial instruments to enhance its international and risk diversification.
Ratings & reviews
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