Agressive Appreciation

Main objective: capital appreciation. The investment includes stocks, bonds, and hedge funds, covering various regions and sectors. The investment primarily seeks investment grade bonds.

Characteristics

– Portfolio whose main asset is stocks and, to a lesser extent, bonds.

 

– Achieve high returns in the long term, keeping some assets in the portfolio as anchor.

Volatility

Annualised volatility is expected to be less than that of a stock fund

Benchmark Profitability

Euribor 12 Months + 5%.

Access conditions

– Minimum investment: €25,000.

 

– Minimum recommended investment horizon: 4 years.

 

 

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