Ulysses PBT - Global Asset Allocation A-USD
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General Objective
The fund aims to increase the value of investments over the long term while adopting a cautious approach.
Fund Exposure
Under normal market conditions, the fund primarily invests in equities, bonds, real estate assets, and commodities (including precious metals) without sectoral or geographical restrictions. The fund may also invest in emerging markets and may use derivative instruments to hedge against market fluctuations or achieve its investment objectives.
Risks
This fund is suitable for investors who understand the risks involved and are willing to invest for a minimum period of 5 years. The fund is actively managed, meaning the portfolio composition may differ from its benchmark index. The fund allocates assets between different asset classes based on a portfolio optimization tool and selects securities and funds with the best growth prospects.