UBAM - Multifunds Flexible Allocation IHC EUR
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General Objective
The fund seeks to grow capital and generate income primarily by investing in regulated UCITS and non-UCITS funds with no restrictions about region, country, or sector, which have as investment objective to invest in equities and other similar transferable securities between 0% and 100% and/or in bonds and other debt securities between 0% and 100%.
Fund Exposure
The fund is actively managed and well diversified, investing mainly in securities denominated in US Dollars, but some foreign currency exposure may be taken. It may also invest in money market instruments, investment grade government bonds up to 40%, and Contingent Convertibles Bonds (Cocos) up to 10%. The fund is not managed in reference to a benchmark.
Risks
The fund carries risks such as counterparty risk due to the use of over-the-counter derivatives, currency risk from investing in overseas markets, emerging country risk from investing in less established countries, and liquidity risk. Investors should be aware that the value of their holdings could fall and they may not get back their initial investment.