LUXFUNDS Portfolio Dynamic Capitalisation
Fund
ISIN LU0091958404 / Valor 967016
NAV (2026-09-02)
EUR 291.86+0.22%
LUXFUNDS Portfolio Dynamic Capitalisation
UMushroom community rating:
Lux-Portfolio Dynamic seeks to provide both capital growth and stable income by primarily investing around 80% in large-cap European and US stocks from developed countries and approximately 20% in bonds mainly denominated in euros and US dollars. The fund maintains international diversification by including a mix of securities from established markets and a smaller portion from emerging markets, ensuring a balanced and diversified investment portfolio.
Ratings & reviews
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