New Capital Global Balanced Fund Class EUR Inst Acc
Fund
ISIN IE00BGDW4135 / Valor 45236514
NAV (2025-02-04)
EUR 118.11-0.35%
New Capital Global Balanced Fund Class EUR Inst Acc
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General Objective
The general objective of this fund is to generate a combination of income and capital growth.
Fund Exposure
The fund gains exposure to a portfolio of global securities that are diversified by both region and sector, balanced primarily between bonds and equities. It may also invest indirectly in alternative investments such as commodities, infrastructure, and property.
Risks
The fund is categorized as medium risk, with the potential for capital loss. Risks include investment risk, credit risk, currency risk, and derivative risk. There is no guarantee that the fund will achieve its objective, and historical data may not be a reliable indicator of future performance.