Siemens Balanced

Siemens Balanced is an actively managed mixed fund designed for long-term growth by investing primarily in a blend of fixed-income and equity assets. The fund allocates at least 51% of its portfolio to European government and corporate bonds, ensuring a solid foundation in fixed income. Up to 49% is dedicated to European and US stocks, including investments in index-tracking ETFs to capture equity market opportunities. Additionally, Siemens Balanced may use derivatives and other financial instruments to enhance returns or manage risks, creating a diversified and balanced investment approach aimed at achieving attractive value growth over time.