USD Appreciation
Main objective: capital appreciation; secondary objective: capital preservation. 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 bonds and, to a lesser extent, stocks.
– This fund seeks to achieve capital appreciation in the long-term, balancing risk and return.
Volatility
Annualised volatility in the strategy is expected to be between 2% and 15%.
Benchmark Profitability
Euribor 12 Months + 4%.
Access conditions
– Minimum investment: €25,000.
– Minimum recommended investment horizon: 4 years.
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Customer Support Line
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
