The fund follows a global investment approach, employing a diversified management strategy across multiple asset classes. The allocation among equities, fixed income, money markets, or alternative investments is actively adjusted based on market forecasts and effective risk management.
The Fund will invest, either directly or indirectly through financial UCITS, with flexibility and no maximum exposure limits to any asset class. There are no restrictions on asset allocation by country, economic sector, market capitalization, currency, issuer type, rating, or duration. Derivatives traded on organized markets may be used for hedging and investment purposes.
As a Global Fund with dynamic management and flexible asset allocation, it is not benchmarked against any specific index, as the fund’s objective is to maintain sufficient freedom in its investment location decisions.
Javier Mestre de Bordons
Since December 1, 2023
Las cookies funcionales ayudan a realizar ciertas funcionalidades, como compartir el contenido del sitio web en plataformas de redes sociales, recopilar comentarios y otras funciones de terceros.
Otras cookies no categorizadas son aquellas que están siendo analizadas y aún no han sido clasificadas en una categoría.