Capitalisation

Main objective: capital preservation; secondary objective: capital appreciation. Through prudent allocation and dynamic management will seek to deliver long-term capital appreciation. The investment includes stock, bonds, and alternatives, covering various regions and sectors. The investment primarily seeks investment grade securities

Characteristics

– This investment seeks to achieve capital appreciation in the long term, balancing risk and return.

 

– 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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