SG IS Fund - Global Balanced Allocation Portfolio Class RE header image

SG IS Fund - Global Balanced Allocation Portfolio Class RE

Fund

ISIN LU1391858112 / Valor 32499594

NAV (2025-11-13)
EUR 356.63-0.09%

SG IS Fund - Global Balanced Allocation Portfolio Class RE
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Moorea Fd Global Balanced Allc Port aims to achieve mid-term growth by actively managing a diversified global portfolio that includes fixed income instruments, floating rate securities, a wide range of equities, and alternative investments. The fund invests in both developed and select emerging markets, aligning with the MSCI Emerging Markets benchmark. Additionally, it incorporates structured products such as EMTNs and transferable certificates, while avoiding the use of derivatives. This balanced approach ensures exposure across various asset classes to support the fund’s growth objectives.

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Tags:
msci emerging markets developed markets balanced portfolio

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OTHER SHARE CLASSES OF THIS FUND

SG IS Fund - Global Balanced Allocation Portfolio ME
SG IS Fund - Global Balanced Allocation Portfolio ME SG IS Fund - Global Balanced Allocation Portfolio ME Valor: 38015231
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Annual Return

-50%0%+50%

Risk level

110
-0.09%EUR 351.65
SG IS Fund - Global Balanced Allocation Portfolio RE-D
SG IS Fund - Global Balanced Allocation Portfolio RE-D SG IS Fund - Global Balanced Allocation Portfolio RE-D Valor: 32500615
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.09%EUR 296.53
SG IS Fund - Global Balanced Allocation Portfolio Class IE
SG IS Fund - Global Balanced Allocation Portfolio Class IE SG IS Fund - Global Balanced Allocation Portfolio Class IE Valor: 32500630
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Annual Return

-50%0%+50%

Risk level

110
-0.08%EUR 377.34
SG IS Fund - Global Balanced Allocation Portfolio RUHE
SG IS Fund - Global Balanced Allocation Portfolio RUHE SG IS Fund - Global Balanced Allocation Portfolio RUHE Valor: 32500621
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Annual Return

-50%0%+50%

Risk level

110
-0.08%USD 406.47