SG IS Fund - Optimal Income RUHE-D
ISIN LU0979137493 / Valor 22479457
SG IS Fund - Optimal Income RUHE-D
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The Moorea Fund - Optimal Income seeks to outperform the corporate credit market over three to five years with reduced volatility by investing in a balanced portfolio of fixed income and equity assets. It includes bonds, equities, money market instruments, and structured products selected based on economic conditions and the investment team’s assessments. The fund allocates up to 50% of its assets to income-generating, equity-based structured products while the rest is dedicated to fixed income securities. Additionally, it integrates environmental, social, and governance (ESG) criteria to support sustainable development alongside financial performance.
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