New Capital Fund Lux - Global Balanced Fund USD X USD Income

The fund aims to achieve a combination of income returns and capital growth by gaining exposure to a diversified portfolio of global securities balanced primarily between bonds and equities.

The fund gains exposure to a diverse global allocation of asset classes by investing in sovereign and corporate bonds, equities, commodities, infrastructure, and property. The fund's exposure to emerging markets is limited to 30% of its net assets, and it may not invest more than 10% of its assets in A Shares via Stock Connect.

The fund is categorized as having a medium level of volatility, falling into risk category 4. Historical data may not accurately predict future risk profiles, and the lowest risk category does not guarantee a risk-free investment. Additional risks not included in the risk-reward indicator are associated with investing in this fund.

https://www.newcapital.com/en/usa/products/funds-and-performance/New-Capital-Global-Balanced-Fund.html