AZ Allocation - Global Balanced

Investment Objective

The AZ StrategicTrend fund will invest in equities, bonds and money market instruments, primarily in EURO but also in other currencies. The portion invested in equity will not exceed 60% of the net assets and may be focused on a limited number of global issuers, mainly of high standing.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.4 0.3 0.1 0.9 1.0 0.9 0.5 0.9 1.0 0.9 0.9 0.8 0.1
2022 0.3 0.1 0.7 0.9 0.1 0.2 0.9 0.1 0.2 0.7 0.0 0.4 0.8

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