NW Global Strategy V

The general objective of this actively managed NW Global Strategy A fund is to achieve long-term above-average returns. The fund manager has full discretion over the composition of the portfolio assets to achieve this goal.

In order to achieve its objective, the fund primarily invests worldwide in stocks, stock certificates, and index certificates. Additionally, the fund may invest in interest-bearing government, convertible, and corporate bonds, as well as stock bonds and money market instruments. Up to 20% of the fund's assets may be invested in interest-bearing securities issued by "Non-Industrial Countries" (so-called Emerging Markets). At least 51% of the fund's assets are invested in equities. The fund's market price risk limitation is relative. The reference portfolio consists of the MSCI World EUR.

Investors should be aware that the fund may engage in derivative transactions to hedge positions, achieve higher returns, or speculate on rising or falling prices. Fees for buying/selling securities are borne by the fund and are in addition to the percentages listed under "Costs," which may reduce the fund's return. Profits are not distributed but retained for reinvestment. Investors can request the redemption of shares from LRI Invest S.A. on any valuation day. However, the management company may suspend the redemption of shares in exceptional circumstances if it deems it necessary in the interests of investors. Investors should have a medium- to long-term investment horizon.

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