Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A EUR header image

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A EUR

Fund

ISIN IE00BM97L246 / Valor 54097798

NAV (2025-11-13)
EUR 134.06-0.33%

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A EUR
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Next Generation Morningstar Global Balanced Fund aims to grow capital while preserving some of it by investing in a diverse global portfolio. The fund includes a combination of fixed income securities and cash equivalents, a wide range of global and regional stocks, and global real estate investments like real estate companies and REITs. It selects various passively managed index funds and ETFs to ensure a balanced and diversified investment across different asset classes and regions worldwide.

Content summarized by AI chatbot
Tags:
fixed income capital growth

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A AUD
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A AUD Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A AUD Valor: 54097817
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%AUD 138.94
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A CHF
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A CHF Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A CHF Valor: 54097805
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.34%CHF 124.79
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A USD
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A USD Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A USD Valor: 54097800
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%USD 146.40
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A GBP
Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A GBP Next Generation Investment Strategies ICAV - Next Generation Morningstar Global Balanced Fund A GBP Valor: 54097708
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.33%GBP 144.78