OLB Invest Solide P

The main objective of the fund management is to achieve a positive performance. To do so, the fund invests in securities (stocks and bonds), money market instruments, bank deposits, shares in other investment funds, and other investment instruments. The fund aims to optimize overall risk and enable steady performance by diversifying across stocks, bonds, certificates, and alternative investments.

The fund follows a classic top-down approach in selecting investment products. It can also invest in instruments whose prices are derived from the value of other products (derivatives). The fund may invest a maximum of 40% of its assets in stocks and equity funds. The investment strategy includes an active management process, with the fund manager actively identifying and selecting assets based on a defined investment process, rather than passively tracking a benchmark index.

The fund may use derivative transactions for hedging, efficient portfolio management, and generating additional returns, including for speculative purposes. A derivative is a financial instrument whose value, not necessarily 1:1, depends on the performance of one or more underlying assets such as securities or interest rates. The management company is authorized to change the actual investment strategy at any time without prior notice to investors.

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