Rivertree Fd - Strategic Dynamic F1 Capitalisation
ISIN LU1667926734 / Valor 37874244
Rivertree Fd - Strategic Dynamic F1 Capitalisation
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Rivertree Fd Strategic Dynamic focuses on long-term growth by primarily investing around 70% of its portfolio in a diverse range of equities and approximately 30% in fixed-income assets such as bonds, money market instruments, structured interest rate products, and cash. The fund has the flexibility to adjust these allocations between 0% and 100% based on strategic recommendations from European experts, allowing for broad geographical and sectoral diversification. While it avoids direct investments in asset-backed or mortgage-backed securities, it can indirectly hold up to 5% through other investment vehicles. Additionally, the fund may use derivatives to manage exposures to equities, interest rates, and foreign exchange to optimize its investment strategy.
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