Sigma Investment House Megatrends B FI

Sigma Investment House Megatrends FI is a fund of funds that invests primarily in international stocks, targeting global macroeconomic and technological trends across multiple sectors. It allocates between 75% and 100% of its portfolio to equities from mainly OECD countries and includes investments in emerging markets. Additionally, the fund invests the remaining assets in a diverse mix of Eurozone fixed-income instruments, such as government and corporate bonds or money market tools. By focusing on influential social, political, economic, and technological changes worldwide, Sigma Investment House Megatrends FI aims to generate value while keeping annual volatility below 25%.