The equity exposure will range between 30% and 75%, with no restrictions regarding capitalization, currencies, sectors, or countries, except for those classified as emerging markets, where investments cannot exceed 20%. The remaining exposure will be allocated to fixed income, with no limitations on duration, countries, or type of issuer.
Fixed income includes demand deposits or deposits with a maturity of less than one year, as well as non-listed money market instruments that are liquid, with no limits on credit rating.
* The performance shown is net of fees.
On 26/10/2018, the Fund amended key elements of its investment policy.
Team managed
Advisor: NORZ PATRIMONIA EAF, S.L.
