SemperOwners Portfolio Balanced T header image

SemperOwners Portfolio Balanced T

Fund

ISIN AT0000706353 / Valor 1247561

NAV (2026-07-17)
EUR 145.43-0.32%

SemperOwners Portfolio Balanced T
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The SemperOwners Portfolio Balanced aims to achieve growth and steady income by actively investing in a diverse range of international assets. Its portfolio can include up to 80% in global equities to capture growth opportunities and up to 100% in international bonds and money market instruments to provide continuous income. Additionally, the fund may hold demand deposits and invest in other funds to further diversify and balance the overall investments. This combination allows the fund to leverage the potential of both stock and bond markets worldwide.

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Tags:
bonds international equities

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OTHER SHARE CLASSES OF THIS FUND

SemperOwners Portfolio Balanced A
SemperOwners Portfolio Balanced A SemperOwners Portfolio Balanced A
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Annual Return

-50%0%+50%

Risk level

110
-0.31%EUR 105.25