New Capital Fund Lux - Prudent Multi-Asset Fund USD M Cap

The New Capital Prudent Multi-Asset Fund USD builds a globally diversified portfolio by investing in a wide range of asset classes, including sovereign and corporate bonds, equities, commodities, infrastructure, and real estate through REITs and various ETFs. It utilizes UCITS and other investment vehicles to gain exposure to these sectors, while maintaining specific limits such as keeping emerging market investments below 30%, limiting investment in A Shares and below investment grade debt, and restricting contingent convertible bonds to 20%. Additionally, the fund may temporarily hold assets in money market instruments or sovereign debt based on market conditions, ensuring a balanced and adaptable investment strategy aimed at achieving consistent risk-adjusted returns.