Rivertree Fd - Strategic Defensive F4 Capitalisation
ISIN LU1667924523 / Valor 37874225
Rivertree Fd - Strategic Defensive F4 Capitalisation
UMushroom community rating:
Rivertree Fd Strategic Defensive aims for medium-term growth by investing roughly three-quarters of its assets in fixed-income instruments like bonds, money market tools, and interest rate-based structured products, and about one-quarter in equities. The equity portion can vary between 0% and 35%, while fixed-income and cash holdings adjust between 65% and 100%. The fund maintains broad geographical and sector diversification, avoids direct investments in asset-backed or mortgage-backed securities but may hold them indirectly up to 5%. Additionally, it uses derivatives to manage risks related to stocks, interest rates, and currency changes.
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
