ODDO BHF Polaris Moderate CN CHF H
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General Objective
The fund aims to offer a global and broadly diversified, moderate multi-asset investment solution with an equity allocation between 0% and 40% and a bond segment that invests mainly in investment grade bonds. The objective is to avoid major setbacks due to price fluctuations and to generate an additional return to a bond investment, while taking into account environmental, social issues, and corporate governance (ESG) criteria.
Fund Exposure
The fund is exposed to equities, with a focus on North America, Eurozone, Rest of Europe, and Rest of the World. In terms of bonds, the fund invests in investment grade bonds, government bonds, covered bonds, and high yield bonds. The portfolio invests in securities listed or traded on regulated markets, mainly in Europe, the US, or Emerging Markets.
Risks
The fund is subject to market risk, credit risk, interest rate risk, and geopolitical risk. The value of investments can fluctuate, and there is no guarantee that the investment objectives in terms of risk will be achieved. The fund's risk profile may change over time, and historical data may not be a reliable indication of the fund's future risk profile.