OMBA Moderate Risk Global Allocation Fund Class B USD Dis

The general objective of this fund is to achieve capital appreciation over the medium to long term. This is done through investing in a global and diversified portfolio of equity and fixed income securities allocated across regions, countries, and sectors.

The fund is exposed to a moderate risk portfolio of equity and fixed income securities, with a risk profile comparable to a 50% global fixed income / 50% global equity allocation. The asset classes include fixed income, real estate, and cash or other, with a breakdown across regions such as Developed Americas, Developed EMEA, Emerging Markets, and Developed Asia Pacific.

Investing in this fund involves risks, as all financial investments do. The value of the investment can decrease as well as increase, resulting in variable returns. Changes in exchange rates may also have an adverse effect on the value, price, or income of the product. It is important to note that past performance may not be a reliable guide to future performance.

https://www.ombainvestments.com/funds/moderate/