Investment Objective
The fund invests in the global fixed income and equity universe, independently of a reference index. Very active, flexible management. Portfolio adjusted in with the latest market expectations, with the risk of loss kept as low as possible. Foreign currencies are largely hedged versus the reference currency. Nevertheless, an active currency strategy is applied.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.8 | 0.7 | 1.0 | 1.0 | 0.5 | 0.4 | 1.0 | 0.1 | 0.8 | 0.4 | 0.0 | 0.1 | |
| 2023 | 0.5 | 0.4 | 0.1 | 0.5 | 0.1 | 0.2 | 0.3 | 0.0 | 0.1 | 0.3 | 0.1 | 0.0 | 0.6 |
