U Asset Allocation - Scotinvest Income EUR Acc header image

U Asset Allocation - Scotinvest Income EUR Acc

Fund

ISIN LU0860987097 / Valor 20090890

NAV (2026-07-07)
EUR 1,168.63-0.22%

U Asset Allocation - Scotinvest Income EUR Acc
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U Asset Allocation - Scotinvest Inc EUR is an actively managed and well-diversified fund aimed at generating income and modest capital gains. Its portfolio includes up to 50% in money market instruments for stability, 25% in alternative investments for diversification, and 20% in equities and equity-like instruments to pursue growth. Additionally, the fund allocates up to 10% of its assets to convertible bonds through other funds. In the fixed income space, it invests up to 100% of its net assets, which encompasses Contingent Convertible bonds, asset-backed securities, mortgage-backed securities, and catastrophe bonds. This mix allows the fund to balance income generation with potential appreciation across a wide range of asset classes and markets.

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Tags:
diversified portfolio fixed income

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