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USD Capitalisation
Main objective: capital preservation; secondary objective: capital appreciation. The investment includes stock, bonds, and alternative funds (allocation and absolute return), covering various regions and sectors.
Characteristics
– This fund seeks to achieve capital appreciation in the long-term, balancing risk and return.
– Main objective: capital preservation; secondary objective: capital appreciation.
– Main objective: capital preservation; secondary objective: capital appreciation.
Volatility
Annualised volatility is expected to be between 2% and 7%.
Benchmark Profitability
Euribor 12 Months + 2%.
Access conditions
– Minimum investment: €25,000.
– Minimum recommended investment horizon: 3 years.
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Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
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