SFC Global Balanced I VT header image

SFC Global Balanced I VT

Fund

ISIN AT0000A09UW8 / Valor 4270847

NAV (2026-07-13)
EUR 206.26+0.49%

SFC Global Balanced I VT
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SFC Global Balanced aims to boost returns through an active investment approach by building a diversified portfolio. It invests up to 100% in stocks, ensuring that at least 25% are directly purchased listed equities. Additionally, the fund allocates up to 75% of its assets to bonds, money market instruments, demand deposits, and other funds. The strategy may also include the use of derivative instruments for investment purposes and risk management. This balanced mix of equities and fixed-income assets is designed to provide growth potential while managing volatility.

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OTHER SHARE CLASSES OF THIS FUND

SFC Global Balanced R VT
SFC Global Balanced R VT SFC Global Balanced R VT
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Annual Return

-50%0%+50%

Risk level

110
0.49%EUR 194.71