The exposure to Equity will range between 30% and 75% of the portfolio, primarily in large-cap stocks. The remaining assets will be allocated to fixed income, both domestic and international, issued by public or private entities.
The fund will primarily invest in securities issued by entities within the eurozone, with currency risk exposure not exceeding 30%.
Exposure to emerging markets will not exceed 15%.
* The displayed return is net of fees.
On 07/02/2013, the Fund changed its investment approach from a Global orientation to a Mixed Euro Equity approach.
On 24/05/2019, the Fund modified essential elements of its investment policy.
