Sparinvest SICAV Balance EUR I

The Fund aims to provide a positive return over the medium to long term by investing in a mix of equities, equity-equivalent securities, and bonds.

The Fund invests about 1/3 of its total net assets in government, sovereign, and Danish covered bonds, as well as in rated corporate bonds. It may also invest in convertible securities, contingent convertibles, and warrants on transferable securities. The Fund is global and may invest in all regions, including emerging markets.

Investing in this Fund involves risks such as credit risk, derivative risk for hedging purposes, liquidity risk, and currency risk. The Fund may be affected by changes in exchange rates, defaults by issuers, and liquidity issues in the market. It is important to consider these risks before investing in the Fund.

https://www.sparinvest.lu/fund-range/lu0650088072/