SG IS Fund - Sterling Multi-Assets Balanced I1G-D GBP
ISIN LU2793211033 / Valor 13581606
SG IS Fund - Sterling Multi-Assets Balanced I1G-D GBP
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The Moorea Fund Sterling Multi-Assets Bal. aims for capital growth by investing in a well-rounded portfolio that includes approximately 50% in stocks and equities, 40% in a mix of investment-grade and high-yield bonds, and up to 20% in money market instruments. Additionally, the fund may allocate up to 10% to alternative UCITS-compliant funds and include exposure to emerging markets through collective schemes up to 30%. It also has the flexibility to invest up to 10% in contingent convertible capital instruments. This diversified approach ensures a balanced investment strategy with a moderate level of risk.
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