What is it?

This is a fund designed for savers with a medium-term horizon (three years), combining fixed-income and equity assets to achieve a superior performance objective, assuming a moderate level of risk.

The maximum exposure to equities will be 60%, usually around 40%.

The fund has a volatility limit, which cannot exceed 10% annually.

The funds have the flexibility to invest in all types of underlying assets in order to find the right asset for each investor profile.

Why invest?

Profiled funds invest in strategies tailored to each market environment, managed by globally renowned professionals. These funds offer flexibility to invest in any type of underlying asset and provide access to investment classes with very favorable economic conditions.

With a single fund and a predetermined, known risk level, investors achieve the same diversification as with a basket of funds, obtaining the desired global exposure in a much simpler manner.

The active management by the team allows for maximizing returns at every market moment, always with a sustainable and responsible approach.

Return/Risk

Key figures

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• Management fee:
• Assets (€):
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• Identifier code:
• Liquidity:
• Article SFDR: 8
• Manager:
• Depositary:

Documents