This is a Global Investment Fund. It may allocate between 0% and 100% of its assets to equities and/or public or private fixed income, including deposits and money market instruments. For equities, there are no restrictions regarding market capitalization, sector concentration, currencies, or geographical allocation (including emerging markets). The manager may use derivatives traded on organized markets for both hedging and investment purposes.
The selection of securities, whether value or growth-oriented, will be based on a fundamental analysis of companies, as well as economic and market forecasts and the manager’s experience and judgment. The analysis will incorporate both quantitative and qualitative components.
Continuous risk monitoring will be applied to both specific risks (security selection, weightings, and degree of multifactor diversification) and market risk (level of equity exposure).
Although the fund’s objective is not to promote environmental or social characteristics, the manager will integrate sustainability criteria into their analysis.
