Schoellerbank Global Balanced Plus A

Schoellerbank Global Balanced Plus is a diversified mixed fund focused on capital growth by investing in a balanced portfolio that includes international stocks and equivalent securities, a variety of fixed and variable-rate bonds from multiple issuers, money market instruments, and shares in other investment funds. The fund actively selects investments based on Schoellerbank’s proprietary stock and bond ratings, allocating up to two-thirds of its assets to equities or equity subfunds. Additionally, over 35% of the portfolio is invested in securities from Austria, Germany, France, and the United States, while it may also allocate its entire assets to other investment funds to ensure a well-rounded and diversified investment strategy.